Laurent Harrison has been an investment adviser representative at Bell Investment Advisors since March 2010, and is not listed among the firm’s executive officers or direct owners. Laurent Harrison holds a Personal Financial Planning program from the University of California, Berkeley.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Laurent J. Harrison is Financial Advisor of Bell Investment Advisors and a member of its leadership team. He works with non-profits, individuals and businesses, including helping non-profits manage endowment funds and reserve accounts. He worked in technology for 20 years before moving into financial planning.
- Bell Investment Advisors IncCurrent– present · 16 yearsOrinda, CA · Adviser representative · Firm CRD 108383
Professional designations
Listed by Bell Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Laurent Harrison is registered as an investment adviser representative in California, since March 2010.
- CaliforniaSince 23 March 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Laurent Jean Harrison
- CRD
- 5758339
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellinvest.com
Where does Laurent Harrison work?
Laurent Harrison is an investment adviser representative registered through Bell Investment Advisors Inc since March 2010, and is not listed among the firm’s executive officers or direct owners.
Is Laurent Harrison a financial advisor?
Yes. Laurent Harrison has a current investment-adviser registration in California, through Bell Investment Advisors since March 2010.
How many years of experience does Laurent Harrison have?
Laurent Harrison has 16 years in the financial industry, since March 2010, across 1 adviser firm.
What exams has Laurent Harrison passed?
Laurent Harrison passed the Series 65 in March 2010.
Where is Laurent Harrison based?
Laurent Harrison’s registered office is in Orinda, CA.
Is Laurent Harrison registered with FINRA?
No. Laurent Harrison has no current broker registration.
Is Laurent Harrison a CFP?
Bell Investment Advisors lists Laurent Harrison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Laurent Harrison’s record?
Search CRD 5758339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laurent Harrison’s full registration record.
