Matthew Harper, financial advisor Knoxville TN

Matthew Harper

CRD Number: 4457956
Current Firm: Eagle Strategies LLC

Matthew Harper (CRD# 4457956) is an Investment Advisor Representative working at Eagle Strategies LLC in Knoxville, TN and has over 19 years of experience in the finance industry.

Similar Advisors
Bradley Adams, financial advisor Knoxville TN
Bradley N. Adams
CRD# 5686846
Primerica Advisors
Similar Advisors
Mary Adkins, financial advisor Knoxville TN
Mary L. Adkins
CRD# 4511877
Ubs Financial Services Inc.
Similar Advisors
Richard Albright, financial advisor Knoxville TN
Richard D. Albright
CRD# 1609391
Advised Assets Group, LLC
Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Knoxville, TN Oct 2013 - Current 7
New York Life Insurance Company Knoxville, TN Jun 2002 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for Matthew W. Harper
Phone Number: (888) 695-3245
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Matthew Harper and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

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.