Brian Harper, financial advisor Longmont CO

Brian Harper

CRD Number: 4010044
Current Firm: Inlight Wealth

Brian Harper (CRD# 4010044) is an Investment Advisor Representative working at Inlight Wealth in Longmont, CO and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Inlight Wealth Atlanta, GA Oct 2020 - Current 3
Harper Asset Management LLC Seattle, WA Sep 2001 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2000
Contact Info for Brian J. Harper
Phone Number: 404-551-2808
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $431,232
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, NC, NH, NY, TX

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