Harper Associates, LLC
Harper Associates, LLC (CRD# 119879) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
W. Harper (CRD# 237512) is an Investment Advisor Representative working at Harper Associates, LLC in Columbus, OH and has over 31 years of experience in the finance industry. W. 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.
Craig Poeppelman (CRD# 4730522) is an Investment Advisor Representative working at Harper Associates, LLC in Fort Myers, FL and has over 12 years of experience in the finance industry.