John Harper (CRD# 1294882) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Alpharetta, GA and has over 39 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2019 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2019 - Current | 4 |
| Legacy Executive Benefits | Alpharetta, GA | Jan 2011 - Current | 13 |
| Retirement Capital Group Southwest Executive Benefits Practice | Duluth, GA | Apr 2004 - Current | 20 |
| Harper Financial Group LLC | Duluth, GA | Oct 1998 - Current | 25 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Oct 2019 | 3 |
| Nfp Securities, Inc. | Austin, TX | Jul 2014 - Apr 2016 | 1 |
| Financial Telesis Inc. | San Rafael, CA | Jan 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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