Reese HarperCRD Number: 4907910
Current Firm: Dentist Advisors
Reese Harper (CRD# 4907910) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 17 years of experience in the finance industry. Reese 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Aquire Wealth Advisors, Llc Dba Dentist Advisors||South Jordan, UT||Feb 2009 - Current||13|
|Aquire Wealth Advisors, Llc Dba Dentist Advisors||South Jordan, AZ||Nov 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2005|
Total Assets Under Management327MILLIONS
Total Number of Accounts1,955ACCOUNTS
Average Account Value$167,404
- 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)
AR, AZ, CA, CO, FL, GA, ID, IL, LA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI
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