Kenneth
Harper

Eagle Strategies LLC

CRD#4413094
Investment Advisor
in West Harrison, NY

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About this Advisor

Kenneth Harper is a financial advisor based in West Harrison, New York, working with Eagle Strategies LLC. Kenneth has previously held positions at Lpl Financial LLC, Eagle Strategies LLC, Nylife Securities LLC, Invest Financial Corp, Booth Financial Associates, and New York Life Insurance Co. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Kenneth is part of Eagle Strategies LLC, which operates out of West Harrison, New York. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

777 Westchester Avenue 4Th Floor
West Harrison, NY 10604

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

NY Average: $7,464,549,021
Total Number of Employees

2,567

NY Average: 88
Total Number of Accounts

95,287

NY Average: 3,892
Average Account Size

$213,647

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kenneth Harper Work History

2020 - Present (4 years)

Eagle Strategies LLC

2020 - Present (4 years)

Nylife Securities LLC

2020 - Present (4 years)

New York Life Insurance Co

2018 - 2019 (1 year)

Lpl Financial LLC

2012 - 2018 (6 years)

Invest Financial Corp

2011 - 2019 (8 years)

Booth Financial Associates

Disclosures

Please visit the SEC profile of Kenneth 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 Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Rebecca Wolff
Bellevue, WA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Arvind Saxena
Fremont, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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