Aran HarperCRD Number: 6297227
Current Firm: Axa Advisors, LLC
Aran Harper (CRD# 6297227) is an Investment Advisor Representative working at Axa Advisors, LLC in Belmar, NJ and has over 3 years of experience in the finance industry.
Independent Financial Group, LLC
Northwestern Mutual Investment Services,llc
Jersey Shore Portfolio Management, LLC
|Axa Advisors||New York, NY||Aug 2014 - Current||3|
|Toms River Police Department||Toms River, NJ||Mar 2012 - Current||6|
|Big Brother Big Sister||Ocean County, NJ||Jan 2011 - Feb 2014||3|
|Gateway Day Treatment Program||Ocean, NJ||Sep 2012 - Jan 2013||< 1|
|Ocean County Vocational School||Toms River, NJ||May 2010 - Dec 2012||2|
|Rowan University||Camden, NJ||Sep 2011 - May 2012||< 1|
|Preferred Behavioral Health||Lakewood, NJ||Aug 2011 - May 2012||< 1|
|Unemployed||Toms River, NJ||Jan 2008 - May 2010||2|
|Pied Piper Swim School||Toms River, NJ||Mar 2007 - Jan 2008||< 1|
|Toms River High School East||Toms River, NJ||Apr 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.