Stephen Harper, financial advisor Summit NJ

Stephen Harper

CRD Number: 2499934
Current Firm: Simplicity Wealth

Stephen Harper (CRD# 2499934) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Simplicity Wealth, LLC Summit, NJ Oct 2019 - Current 4
Preservation Wealth Consultants LLC Florence, KY Aug 2012 - Current 11
Pwc Insurance Agency LLC Florence, KY Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Stephen S. Harper
Phone Number: 844-220-8326
Registered State(s):
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    3,167
    MILLIONS
  • Total Number of Accounts
    6,188
    ACCOUNTS
  • Average Account Value
    $511,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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