Fredric HarperCRD Number: 5050946
Current Firm: Thrivent Advisor Network, LLC
Fredric Harper (CRD# 5050946) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in San Jose, CA and has over 15 years of experience in the finance industry. Fredric Harper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jul 2020 - Current||1|
|Thrivent Advisor Network, LLC||Albany, NY||Jul 2020 - Current||1|
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2006 - May 2020||14|
|Thrivent Investment Management Inc.||San Jose, CA||Oct 2005 - May 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management5,294MILLIONS
Total Number of Accounts21,686ACCOUNTS
Average Account Value$244,132
- 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)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MT, NE, NY, OH, OR, PA, SD, TX, VA, WA, WI
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