Janelle Harrison, Cfp®

Janelle Harrison, Cfp® Email and Phone Number

birmingham, alabama, united states
Janelle Harrison, Cfp®'s Location
Birmingham, Alabama, United States, United States
Janelle Harrison, Cfp®'s Contact Details

Janelle Harrison, Cfp® work email

Janelle Harrison, Cfp® personal email

n/a
About Janelle Harrison, Cfp®

Janelle oversees the daily operations of Stanley Funches’ practice, places trades, helps with meeting preparation, handles client service, and plan implementation. She is a graduate of the University of Alabama with a Bachelor of Science degree in Business Management. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2016. Janelle is married, has two children, and her family attends Mountain Top Community Church. Janelle enjoys traveling, exercising, and gardening.

Janelle Harrison, Cfp®'s Current Company Details
INTELUS Wealth Management, LLC

Intelus Wealth Management, Llc

View
Paraplanner
birmingham, alabama, united states
Website:
inteluswm.com
Employees:
4
Janelle Harrison, Cfp® Work Experience Details
  • Intelus Wealth Management, Llc
    Paraplanner
    Intelus Wealth Management, Llc Feb 2017 - Present
    INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in growing their Net Worth. We recognize everyone has different backgrounds, preferences, opportunities, personalities, priorities, and objectives. We are dedicated in assisting clients develop a long-term action plan. Also, we recognize wealth management is a continuous process and our goal is to review your progress at least annually.We adhere to the fiduciary standard of acting in our clients’ best interests while providing holistic financial planning and wealth management advice.This page is solely for informational purposes. No advice may be rendered unless a client service agreement is in place.The financial consultants at Intelus Wealth Management are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Level Four Advisory Services, a registered investment adviser. Level Four Advisory Services and INTELUS Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Intelus Wealth Management are registered to do business, please visit www.inteluswm.com.
  • Bridgeworth, Llc
    Practice Manager
    Bridgeworth, Llc Aug 2012 - Present
    Birmingham, Alabama
  • First Financial Group
    Client Service Coordinator
    First Financial Group Jan 2001 - Aug 2012

Janelle Harrison, Cfp® Skills

Process Design Account Service Client Service Plan Implementation Plan Monitoring Administrative Service Team Management

Janelle Harrison, Cfp® Education Details

Frequently Asked Questions about Janelle Harrison, Cfp®

What company does Janelle Harrison, Cfp® work for?

Janelle Harrison, Cfp® works for Intelus Wealth Management, Llc

What is Janelle Harrison, Cfp®'s role at the current company?

Janelle Harrison, Cfp®'s current role is Paraplanner.

What is Janelle Harrison, Cfp®'s email address?

Janelle Harrison, Cfp®'s email address is ja****@****llc.com

What schools did Janelle Harrison, Cfp® attend?

Janelle Harrison, Cfp® attended University Of Alabama, Brooks High School.

What skills is Janelle Harrison, Cfp® known for?

Janelle Harrison, Cfp® has skills like Process Design, Account Service, Client Service, Plan Implementation, Plan Monitoring, Administrative, Service Team Management.

Who are Janelle Harrison, Cfp®'s colleagues?

Janelle Harrison, Cfp®'s colleagues are Uriah Williams, Margaret Kelley, Margaret Kelley, Cfp®.

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