William Harper Jr.CRD Number: 861997
Current Firm: Wells Fargo Advisors, LLC
William Harper Jr. (CRD# 861997) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sewanee, TN and has over 34 years of experience in the finance industry.
Financial Management Advisors, Inc.
Lpl Financial LLC
Cuna Brokerage Services, Inc.
|Wells Fargo Advisors LLC||Mclean, VA||May 2009 - Current||8|
|Wachovia Securities, LLC||Mclean, VA||Jun 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV