James HarperCRD Number: 1137830
Current Firm: Trustmont Advisory Group, Inc.
James Harper (CRD# 1137830) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 20 years of experience in the finance industry. James Harper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Trustmont Advisory Group, Inc.||Greensburg, PA||Aug 2011 - Current||6|
|Trustmont Financial Group, Inc.||Greensburg, PA||Apr 2007 - Current||11|
|The Burney Company||Falls Church, VA||Apr 2007 - Current||11|
|Self Employed||Columbus, OH||May 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management498MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$115,814
- 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
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA