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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel James Harper is a registered investment advisor representative with Fisher Investments, a firm with over $298 billion in assets under management. Samuel is based in Plano, Texas, and is licensed to provide investment advice in Texas, Washington and Nevada. Samuel has been in the financial services industry since June 2011 and has held previous roles with Franklin/Templeton Distributors, Inc. Samuel holds the Series 6, 7, 63, 65 and SIE licenses and has experience in financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/24/2016 - Present
Fisher Investments (PLANO TX)
CA
06/20/2011 - 07/14/2016
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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