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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Harper Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
W. J. Harper
CRD#: 237512
Fort Myers, FL
93
Wealthminder
score

W. Harper (CRD# 237512) is an Investment Advisor Representative working at Harper Associates, LLC in Fort Myers, FL and has over 31 years of experience in the finance industry.

2
Craig J. Poeppelman
CRD#: 4730522
Fort Myers, FL
93
Wealthminder
score

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.

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