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William Harmon
Full name on record: William Patrick Harmon
Financial advisor at Harmon Financial Advisors
William Harmon has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Flowood, Mississippi. After two years at Avantax Advisory Services and a year at Valic Financial Advisors, William joined Harmon Financial Advisors in 2011, a firm offering financial planning, investment management, and selecting outside investment managers. William’s designations include CFP® and CPA/PFS.
One of 28 advisors with offices in Flowood, and one of 27 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top advisor by experience in Flowood
Office10 Canebrake Blvd. Suite 110-10, Flowood, MS 39232
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.09 million
Advisors at the firm2
States licensed ?1 state
Services through Harmon Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowHarmon Financial Advisors, Inc.Current firm
- May 2009 – Feb 2011Avantax Advisory ServicesPreviously
- Nov 2007 – Mar 2009Valic Financial Advisors, Inc.Previously
- 2005 – 2007Avantax Advisory ServicesPreviously
Contact William
(601) 955-7554Harmon Financial Advisors main office 10 Canebrake Blvd. Suite 110-10Flowood, MS 39232Office · Get directions Firm websiteharmonizefinancial.com
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Harmon Financial Advisors at (601) 955-7554 and ask for William Harmon. William works from the Flowood, MS office.
How long has William been a financial advisor?
William has been in the industry since 1995, about 31 years. Top advisor by experience in Flowood.
What licenses does William hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Harmon Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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