Garrett Harper, financial advisor Lawrence KS
98 score

Garrett Harper

CRD Number: 5983168
Current Firm: Eagle Strategies LLC
Compensation Model: Both

For most of us, life is busier than ever.  It can often feel as though we don't have enough time to get everything done.  Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later.  

 

The most important things in life are hardly ever urgent.

 

Our mission is to assist our clients in establishing goals and objectives, and together we design solutions that clarify where you are now and where you want to be in the future.  We empower our clients with knowledge and ideas on ways to maximize their financial wealth.

The success of our long-term client relationships is attributed to continuous open communication and trust.  Our resources, integrity, and commitment help provide families and businesses with safety, security, and ultimately, peace of mind.

 

Garrett Harper (CRD# 5983168) is an Investment Advisor Representative working at Eagle Strategies LLC in Lawrence, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Harper Financial Strategies LLC Lawrence, KS Jan 2015 - Current 1
Eagle Strategies LLC Lawrence, KS Sep 2014 - Current 2
Nylife Securities, LLC Wichita, KS Nov 2011 - Current 5
New York Life Insurance Company Wichita, KS Sep 2011 - Current 5
Tradewind Energy LLC Lenexa, KS Dec 2009 - Nov 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Mar 2012
S66 NASAA Uniform Combined State Law Examination Sep 2014
S7 General Securities Representative Examination (GS) Jan 2015
Contact Info for Garrett Harper
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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