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Kevin Raymond Harper

Almanack Investment Partners

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About Kevin Raymond Harper

Kevin Raymond Harper is an investment advisor representative with Almanack Investment Partners. Kevin has been in the industry since 2014 and is registered with the state of Pennsylvania. Kevin has passed the Series 65 exam and has experience working with charitable organizations, high-net-worth individuals, corporations, and individuals. Almanack Investment Partners is a firm that provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Kevin Harper is currently registered with Almanack Investment Partners. Almanack Investment Partners, LLC is an investment advisor based in Wayne, Pennsylvania with approximately $802 million in regulatory assets under management. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, families, corporations, and charitable organizations. Almanack Investment Partners, LLC has 7 licensed agents and 13 investment advisor representatives.
Almanack Investment Partners

656 E SWEDESFORD ROAD

WAYNE, PA 19087

$802.19M

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Kevin Harper’s Registration & Firm History

PA

04/01/2016 - Present

Almanack Investment Partners (WAYNE PA)

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Licenses & Designations

IA

Issued 07/19/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Raymond Harper.
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