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Please Click here for our ADV Part 2A and Part 2B 

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Harlan Financial, LLC is a Registered Investment Advisor regulated by the States the company does business in, in accordance and compliance with applicable securities laws and regulations. General investment, financial planning or other information shown on this site are for illustration purposes only. Investment and financial planning is long-term oriented and involves risk. 

 

Harlan Financial, LLC may only transact business where it is registered, or qualifies for an exemption or exclusion from registration requirements. The publication of Harlan Financial’s website on the Internet should not be construed by any consumer and/or prospective client as Harlan Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet in geographical locations where it has not registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.

​Harlan Financial may utilize third-party vendors to collect and store communications from clients, including text messages, in compliance with SEC and/or FINRA regulations. This information is secured by such vendors, and is never shared or otherwise made available to any other person or party for any purpose. As a client of Harlan Financial, you may consent to such usage by selecting the opt in box in the Harlan Financial website. This will facilitate communications between you and Harlan Financial, with the intention and purpose of improving the client experience.”

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