RH
CFP

Richard Charles Harrison

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

2761 W 120th Ave Ste 200, Westminster, CO, 80234-2980

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Richard is an employee at Townsend and Associates, providing fee-based financial advice. He also serves as trustee for The Harrison Family Irrevocable Trust, primarily sending out Crummey letters annually and not currently making investment decisions.

Employment History
Current Registrations
Private Client Services, LLC Broker
July 2025 - Present · 6 mos
Townsend
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Osaic Wealth, INC. Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
April 2019 - June 2024 · 5 yrs 2 mos
Advice and Planning Services
August 2014 - March 2019 · 4 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
August 2014 - March 2019 · 4 yrs 7 mos
USAA Financial Planning Services
December 2012 - July 2014 · 1 yr 7 mos
USAA Financial Advisors, INC.Broker
December 2012 - July 2014 · 1 yr 7 mos
Edward Jones
May 2010 - November 2012 · 2 yrs 6 mos
Edward Jones Broker
April 2010 - November 2012 · 2 yrs 7 mos
Edward Jones
September 2009 - March 2010 · 6 mos
Edward Jones Broker
August 2009 - March 2010 · 7 mos
State Registrations6 states
AZCOMIMTOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Richard Charles Harrison - Financial Advisor | AdvisorDiscover