James Harper, financial advisor Tampa FL
93 score

James Harper

CRD Number: 1362154
Current Firm: Raymond James Financial Services Advisors, Inc.

James Harper (CRD# 1362154) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tampa, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Tamp, FL Jan 2009 - Current 7
Real Estate Temple Terrace, FL Oct 2008 - Current 8
James Harper Insurance Services Temple Terrace, FL Mar 2005 - Current 11
Raymond James Financial Services, Inc. Tampa, FL Apr 2002 - Current 14
Tampa Port Authorty Tampa, FL Nov 2008 - Jun 2014 5
Park Foster LLC Land O'lakes, FL May 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for James S. Harper
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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