Kevin HarperCRD 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 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Almanack Investment Partners||Conshohocken, PA||Mar 2016 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
Total Assets Under Management450MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$459,184
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
DC, LA, MD, OH, PA, TX, VA
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