Emma Harper, financial advisor Austin TX

Emma Harper

CRD Number: 6723524
Current Firm: Sage Advisory Services Ltd Co

Emma Harper (CRD# 6723524) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Advisory Services, Ltd Company Austin, TX Jun 2018 - Current 3
Tolleson Wealth Management Dallas, TX Mar 2018 - May 2018 < 1
Student Dallas, TX Aug 2016 - May 2018 1
Goldman Sachs Dallas, TX Jun 2017 - Aug 2017 < 1
Stage Stores Inc. Houston, TX May 2015 - Jul 2016 1
Neiman Marcus Dallas, TX Jun 2013 - May 2015 1
Student Austin, TX Aug 2008 - May 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Emma L. Harper
Phone Number: 512-327-5530
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,761
    MILLIONS
  • Total Number of Accounts
    3,624
    ACCOUNTS
  • Average Account Value
    $3,797,118
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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, WY

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