Garrett HarperCRD 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.
Communityamerica Financial Solutions, LLC
Bankers & Investors Company
Waddell & Reed
|Harper Financial Strategies LLC||Lawrence, KS||Jan 2015 - Current||2|
|Eagle Strategies LLC||Lawrence, KS||Sep 2014 - Current||3|
|Nylife Securities, LLC||Wichita, KS||Nov 2011 - Current||5|
|New York Life Insurance Company||Wichita, KS||Sep 2011 - Current||6|
|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|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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