Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Harper has over 35 years of experience in the financial services industry. James is a registered representative with Trustmont Advisory Group, Inc. James has a proven track record of providing financial advice and services to individuals, families, and businesses. James is committed to providing his clients with personalized service and tailored financial solutions. James specializes in retirement planning, college savings, and estate planning. James holds the Series 6, 7, 22, 63, and 6TO licenses. James is a highly experienced and qualified financial advisor.
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.
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
PA
08/08/2011 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
OH
02/23/2000 - 04/09/2007
HORNOR, TOWNSEND & KENT, INC. (COLUMBUS OH)
AL
01/08/1998 - 02/22/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
01/22/1992 - 12/31/1996
PROEQUITIES, INC. (BIRMINGHAM AL)
OH
05/15/1989 - 01/01/1990
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
01/20/1986 - 05/15/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
07/26/1983 - 02/03/1986
IDS MARKETING CORPORATION
NA
07/26/1983 - 01/29/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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