Kimberley HarperCRD Number: 5976190
Current Firm: Lpl Financial LLC
Kimberley Harper (CRD# 5976190) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 5 years of experience in the finance industry.
Concert Wealth Management
Financial Plan, Inc.
Wells Fargo Advisors Financial Network, LLC
|Lpl Financial||Lynden, WA||Nov 2012 - Current||5|
|Peoples Bank||Lynden, WA||Sep 2011 - Current||6|
|Peoples Bank||Bellingham, WA||Jun 2010 - Sep 2011||1|
|Western Washington University||Bellingham, WA||Sep 2006 - Jun 2010||3|
|Bed Bath And Beyond||Bellingham, WA||Feb 2009 - May 2010||1|
|Murdoch University||Perth,||Jul 2008 - Dec 2008||< 1|
|Gloria Jean's Coffee||Perth,||Sep 2008 - Nov 2008||< 1|
|Bed Bath And Beyond||Bellingham, WA||Sep 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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