John Harper, financial advisor Alpharetta GA
86 score

John Harper

CRD Number: 1294882
Current Firm: Nfp Advisor Services, LLC

John Harper (CRD# 1294882) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Alpharetta, GA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Legacy Executive Benefits Alpharetta, GA Jan 2011 - Current 5
Retirement Capital Group Southwest Executive Benefits Practice Duluth, GA Apr 2004 - Current 12
Harper Financial Group LLC Duluth, GA Oct 1998 - Current 18
Nfp Securities, Inc. Austin, TX Jul 2014 - Apr 2016 1
Financial Telesis Inc. San Rafael, CA Jan 2011 - Jul 2014 3
Executive Resources Inc. Duluth, GA Feb 2001 - Jan 2011 9
Princor Financial Services Corporation Des Moines, IA Jul 1984 - Mar 2010 25
Principal Life Insurance Co Atlanta, GA Jul 1978 - Mar 2010 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John D. Harper
Phone Number: 512-697-6000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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