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Emily Marie Harper

Monument Wealth Management

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About Emily Marie Harper

Emily Harper is a financial advisor with Monument Wealth Management. Emily has been in the financial services industry for over 10 years and is a Certified Financial Planner. Emily previously worked with LPL FINANCIAL LLC and T. Rowe Price Investment Services, Inc. Emily provides financial planning, portfolio management for individuals, and selection of other advisors. Emily holds a Series 66, Series 51, Series 24, and Series 7 licenses.

Firm Information

Emily Harper is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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 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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Emily Harper’s Registration & Firm History

VA

10/06/2017 - Present

Monument Wealth Management (ALEXANDRIA VA)

VA

10/02/2017 - 12/06/2018

LPL FINANCIAL LLC (ALEXANDRIA VA)

DC

10/02/2012 - 09/13/2017

T. ROWE PRICE INVESTMENT SERVICES, INC. (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 01/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/08/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Marie Harper.
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