David Harper (CRD# 7846837) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Basile, LA and has 1 year of experience in the finance industry.
CRD# 5252838
Avantax Advisory Services
CRD# 2689932
Lifemark Securities Corp.
CRD# 6159129
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Basile, LA | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Basile, LA | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp. | Basile, LA | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | New Iberia, LA | Feb 2024 - Apr 2024 | < 1 |
| State Farm Vp Management Corp. | New Iberia, LA | Dec 2023 - Apr 2024 | < 1 |
| Nouphay Kongphongmany Insurance Agency | New Iberia, LA | Nov 2023 - Apr 2024 | < 1 |
| Kendall W Fontenot Insurance Agency | Eunice, LA | Sep 2023 - Nov 2023 | < 1 |
| Jefferson Davis Parish School Board | Jennings, LA | May 2014 - Aug 2023 | 9 |
| St. Landry Parish School Board | Opelousas, LA | Nov 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- LA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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
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