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Brian James Harper

Inlight Wealth

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About Brian James Harper

Brian Harper is a financial advisor at Inlight Wealth. Brian Harper has been in the industry since December 1999 and has experience in a number of different areas, including portfolio management, financial planning, and selection of other advisors. Brian Harper has been registered with the state of Colorado since October 2020. Inlight Wealth is a financial advisory firm that provides a range of services to individuals and businesses. Inlight Wealth is headquartered in Atlanta, Georgia and has offices in Longmont, Colorado.

Firm Information

Brian Harper is currently registered with Inlight Wealth. Inlight Wealth is an investment advisor based in Atlanta, GA. The firm primarily serves individuals and has $362,666,000 in regulatory assets under management. The firm specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
Inlight Wealth

1175 PEACHTREE STREET NE

ATLANTA, GA 30361

$362.67M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Harper’s Registration & Firm History

CO

10/28/2020 - Present

Inlight Wealth (LONGMONT CO)

NY

12/09/1999 - 06/18/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 12/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Harper.
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