Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Harper is a financial professional with over 35 years of experience in the financial services industry. John has a proven track record of helping individuals and families achieve their financial goals. John currently works with Cambridge Investment Research Advisors, Inc. John also provides consulting services through Legacy Executive Benefits, LLC, DBA Legacy Advisory Partners. Prior to joining Cambridge, John was a Financial Advisor with Kestra Investment Services, LLC. John is a highly experienced financial advisor with a strong commitment to client service. John holds the Series 6, 7, 22, 63 and 65 securities licenses. John also holds the Chartered Financial Consultant designation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
10/28/2019 - Present
Cambridge Investment Research Advisors, Inc. (Alpharetta GA)
GA
07/31/2014 - 10/25/2019
KESTRA INVESTMENT SERVICES, LLC (ALPHARETTA GA)
GA
01/25/2011 - 08/01/2014
FINANCIAL TELESIS INC (ALPHARETTA GA)
GA
03/01/2010 - 01/19/2011
RETIREMENT CAPITAL GROUP SECURITIES, INC. (ATLANTA GA)
GA
09/13/1984 - 03/10/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DULUTH GA)
IA
Issued 08/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Harper is the right advisor for you? Invested Better is here to help.
