Harvey R. Little, Jr. Financial Services

Harvey R. Little, Jr. Financial Services (CRD# 145680) is a financial advisory firm headquartered in , . They manage $3,124,364 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $78,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

KY

Financial Advisors at Harvey R. Little, Jr. Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Harvey R. Little
CRD#: 5487935
Berea, KY
96
Wealthminder
score

Harvey Little (CRD# 5487935) is an Investment Advisor Representative working at Harvey R. Little, Jr. Financial Services in Berea, KY and has over 10 years of experience in the finance industry. Harvey Little 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.