Dillon
Harper
On Investment Management Co
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About this Advisor
Dillon Harper is a financial advisor operating in Lexington, Kentucky with 1 year of relevant experience. Harper is currently employed by On Investment Management Co. Their career trajectory has included roles at Spectrum Financial Alliance, Kentucky Department Of Revenue, Lexington Country Club, Kentucky House Of Representatives, Republican Party Of Kentucky, Kentucky Department Of Agriculture, University Of Kentucky, Anderson County High School, The O.N. Equity Sales Company and Ohio National Financial Services. Harper holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia, Indiana, Kentucky, North Carolina and Ohio. On Investment Management Co is an advisory business headquartered in Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It oversees $2 billion in assets under management between its 12,239 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 12,239 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. On Investment Management Co has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services usually depend on the financial services provided. However, fee types billed by On Investment Management Co most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dillon Harper Work History
Dillon has been registered as a financial advisor for 1 years.*
The O.N. Equity Sales Company
Ohio National Financial Services
Spectrum Financial Alliance
Spectrum Financial Alliance
Kentucky Department Of Revenue
Lexington Country Club
Kentucky House Of Representatives
Republican Party Of Kentucky
Kentucky Department Of Agriculture
University Of Kentucky
Anderson County High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dillon Harper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at On Investment Management Co
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Chesterfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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