Kimberley Harper, financial advisor Coupeville WA
90 score

Kimberley Harper

CRD Number: 5976190
Current Firm: Lpl Financial LLC

Kimberley Harper (CRD# 5976190) is an Investment Advisor Representative working at Lpl Financial LLC in Coupeville, WA and has over 3 years of experience in the finance industry.

Similar Advisors
Alice Rhodes, financial advisor Coupeville WA
Alice Rhodes
CRD# 2766191
A.l. Rhodes Personal Financial Advisors LLC
Score
103
Similar Advisors
Randall Wall, financial advisor Coupeville WA
Randall R. Wall
CRD# 4015381
Penn Cove Financial, LLC
Score
101
Similar Advisors
James Allen, financial advisor Coupeville WA
James T. Allen
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Score
96
Company Name Location Dates Years
Lpl Financial Lynden, WA Nov 2012 - Current 4
Peoples Bank Lynden, WA Sep 2011 - Current 5
Peoples Bank Bellingham, WA Jun 2010 - Sep 2011 1
Western Washington University Bellingham, WA Sep 2006 - Jun 2010 3
Bed Bath And Beyond Bellingham, WA Feb 2009 - May 2010 1
Murdoch University Perth, Jul 2008 - Dec 2008 < 1
Gloria Jean's Coffee Perth, Sep 2008 - Nov 2008 < 1
Bed Bath And Beyond Bellingham, WA Sep 2007 - Jul 2008 < 1
The Home Depot Portland, OR Jul 2007 - Sep 2007 < 1
Macy's/meier And Frank Vancouver, WA Jun 2006 - Sep 2006 < 1
Skyview High School Vancouver, WA Sep 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Kimberley A. Harper
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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

Ready to hire a financial advisor? Get competitive proposals from Kimberley Harper and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.