Thomas Harper (CRD# 6030697) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 12 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors, LLC | Arden Hills, MN | Feb 2018 - Current | 6 |
| Black Card Consulting | Tampa, FL | Mar 2014 - Current | 10 |
| Heritage Financial Wealth Management, LLC | Tampa, FL | Jan 2013 - Current | 11 |
| Fidelity Atlantic, LLC | Tampa, FL | Nov 2011 - Current | 12 |
| Senior Insurance & Retirement Benefits Group, LLC | Tampa, FL | Nov 2011 - Current | 12 |
| National Consumer Services | Tampa, FL | Mar 2009 - Dec 2016 | 7 |
| National Marketing Services, LLC | Tampa, FL | Jun 2010 - Sep 2015 | 5 |
| Mothers Against Child Abductions Inc. | Tampa, FL | Jan 2014 - Dec 2014 | < 1 |
| Ft. Harrison Laundry, LLC | Tampa, FL | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- FL
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, 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, VT, WA, WI, WV, WY
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