Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl William Harrop is an investment advisor representative with TPG Financial Advisors, LLC. Karl has over 20 years of experience in the financial services industry. Karl is licensed to sell insurance under the parent company The Partners Group, Ltd. Karl has a Series 3, 7, 63 and 65 licenses and is also a Certified Financial Planner. TPG Financial Advisors, LLC offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
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2
OR
01/10/2018 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
OR
05/07/2012 - 06/04/2019
GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)
MS
03/04/2005 - 05/20/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSON MS)
MO
07/01/2003 - 03/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/22/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/10/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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