Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harper is a financial advisor with LPL Financial LLC. David has been in the financial industry since April 2002. David is registered with the state of Tennessee and Texas as an investment advisor. David has Series 63 and 66 licenses. David works with individuals, corporations, businesses, pension plans, and charitable organizations. David specializes in portfolio management, financial planning, and investment consulting. David's current office is located at 310 NORTH 1ST ST, CLARKSVILLE, TN 37040. David also has an office at 2213 CRESTMOOR ROAD, NASHVILLE, TN 37215.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
11/28/2011 - Present
LPL Financial LLC (CLARKSVILLE TN)
TN
04/03/2002 - 03/25/2008
EDWARD JONES (CLARKSVILLE TN)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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