Kevin Harper, financial advisor Conshohocken PA
93 score

Kevin Harper

CRD Number: 5507287
Current Firm: Almanack Investment Partners

Kevin Harper (CRD# 5507287) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Almanack Investment Partners West Conshohocken, PA Mar 2016 - Current < 1
Spire Investment Partners Narberth, PA Apr 2015 - Mar 2016 < 1
Almanack Strategies I, LLC Wayne, PA May 2014 - Mar 2015 < 1
Almanack Strategies, LLC Wayne, PA Nov 2013 - Apr 2014 < 1
Forefront Analytics, LLC Wayne, PA Jun 2010 - Sep 2013 3
Gkfo, LLC Wayne, PA Apr 2010 - Sep 2013 3
Pickwick Capital Advisors LLC White Plains, NY Jul 2009 - Dec 2010 1
Self Employed Philadelphia, PA Feb 2009 - Jun 2009 < 1
Drexel Hamilton Philadelphia, PA Dec 2007 - Jan 2009 1
Endowment Capital Philadelphia, PA Oct 2003 - Nov 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Kevin R. Harper
Phone Number: 3109241970
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $904,255
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

DE, LA, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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