Unclaimed
David Nelson Harper is an investment advisor representative at Brookstone Capital Management LLC. David has over 20 years of experience in the financial industry. David has been registered as an investment advisor representative in Colorado since 2018. David has passed the Series 6, 63, and 26 exams. David specializes in financial planning, portfolio management for individuals, and educational seminars. David is also a licensed insurance agent and owns and manages apartment complexes. David is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/19/2018 - Present
Brookstone Capital Management LLC (WHEATON IL)
CO
06/05/2000 - 05/20/2008
PARK AVENUE SECURITIES LLC (CENTENNIAL CO)
MN
09/03/1997 - 05/17/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
05/02/1990 - 08/27/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/02/1990 - 08/27/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Harper is the right advisor for you? Invested Better is here to help.