Matthew Harper (CRD# 4457956) is an Investment Advisor Representative working at Eagle Strategies LLC in Knoxville, TN and has over 22 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 4279406
Visionary Horizons, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Knoxville, TN | Oct 2013 - Current | 10 |
| New York Life Insurance Company | Knoxville, TN | Jun 2002 - Current | 21 |
| Nylife Securities LLC | Knoxville, TN | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- TN
- TX
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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