Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Mark Harper

Harris Williams

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Mark Harper

Kevin Harper is a financial advisor with Harris Williams, a leading investment bank based in Cleveland, OH. Kevin has over 7 years of experience in the financial services industry. He holds Series 63, 79, and 24 licenses. He has been with Harris Williams since 2016. Previously, he worked as a financial advisor for Western Reserve Partners LLC in Cleveland, OH, from 2013 to 2015. He is registered with FINRA and the states of Ohio and Virginia.

Firm Information

Kevin Harper is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Harper’s Registration & Firm History

OH

08/22/2016 - Present

Harris Williams (CLEVELAND OH)

OH

11/18/2013 - 03/20/2015

WESTERN RESERVE PARTNERS LLC (CLEVELAND OH)

Not sure if Kevin Mark Harper is right for you?

Licenses & Designations

BC

Issued 09/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Mark Harper.
Not sure if Kevin Mark Harper is right for you?