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Steven D Harpham

Range Financial Group, LLC

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About Steven D Harpham

Steven Harpham is a financial advisor in Tigard, Oregon and has been in the industry since 2008. Steven is currently registered with Range Financial Group, LLC and has previously worked with G. A. Reppe & Company, Next Financial Group, Inc., and Multi-Financial Securities Corporation. Steven has passed the Series 66, Series 24, Series 7 and the SIE exams and holds the Certified Financial Planner designation. Steven provides financial planning, portfolio management for individuals and pension consulting services.

Firm Information

Steven Harpham is currently registered with Range Financial Group, LLC. Range Financial Group, LLC is an investment advisor headquartered in Tigard, Oregon, with approximately $321,067,599 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They cater to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Range Financial Group, LLC

7307 SW BEVELAND ST

TIGARD, OR 97223

$321.07M

Assets Under Management

Not reported

Total Clients

5

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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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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Steven Harpham’s Registration & Firm History

OR

11/11/2020 - Present

Range Financial Group, LLC (TIGARD OR)

OR

09/10/2010 - 08/01/2016

G. A. REPPLE & COMPANY (LAKE OSWEGO OR)

OR

05/18/2010 - 09/23/2010

NEXT FINANCIAL GROUP, INC. (LAKE OSWEGO OR)

OR

10/23/2008 - 09/14/2009

MULTI-FINANCIAL SECURITIES CORPORATION (SALEM OR)

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Licenses & Designations

BOTH

Issued 10/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2012

Series 24 - General Securities Principal Examination

BC

Issued 08/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven D Harpham.
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