Todd Harper, financial advisor Tallahassee FL

Todd Harper

CRD Number: 4590751
Current Firm: Lpl Financial LLC

Todd Harper (CRD# 4590751) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 21 years of experience in the finance industry. Todd 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Tallahassee, FL Jul 2021 - Current 2
Theobald Bascom Group LLC Tallahassee, FL Feb 2020 - Jul 2021 1
City Walk Urban Mission Tallahassee, FL Dec 2018 - Jul 2021 2
Bni Tallahassee, FL Oct 2017 - Jul 2021 3
Waddell & Reed, Inc. Tallahassee, FL Aug 2012 - Jul 2021 8
Various Insurance Carriers For W&r Insurance Agencies Tallahassee, FL Aug 2012 - Jul 2021 8
Keep Tallahassee Leon County Beautiful Tallahassee, FL Jul 2015 - Dec 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Todd M. Harper
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • 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
  • Other
Types of Clients
Registered States

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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