Advisor at First Financial Coaching, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Financial Coaching, Inc.
Location
Harlingden, TX
Credentials
Series 63, Series 65
Industry experience
27 years
Janet Harrington is a financial advisor with First Financial Coaching, Inc. in Harlingen, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Financial Coaching since 2010 and previously worked at Triad Advisors, Inc. Harrington is also an insurance agent specializing in life and long-term care insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.
Based on First Financial Coaching, Inc.
Fixed fees generally ranging from $250 to $1,000 for financial analysis or special projects
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
$150 per hour
Fee-only: Fixed fees for financial analysis services generally ranging from $250 to $1,000, hourly fees at $150 per hour
Harlingden, TX
Texas
First Financial Coaching, Inc.
2010 - Present (16 years)
Triad Advisors, Inc.
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Fresnos, TX
Nvest Advisors, LLC
Series 63, Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingen, TX
Virtue Capital Management, LLC
Series 66
Harlingen, TX
Ameriprise
Series 63, Series 65
Harlingen, TX
LPL Financial
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