President, Chief Compliance Officer · Financial Investment Team ("fit")
Diana L. Harrison
CRD 4333412 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Investment Team ("fit"), an SEC-registered wealth manager based in Portland, OR with $209 million in regulatory assets, lists Diana L. Harrison on its Form ADV as President, Chief Compliance Officer, a control person.
Firms and roles
- Financial Investment Team ("fit")President, Chief Compliance OfficerWealth manager · Portland, OR · $209M in regulatory assets
AtlasMembers
Diana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.