Martin
Harper
Kingsview Wealth Management, LLC
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About this Advisor
Martin Harper is a financial advisor operating out of Woodbury, New York who has 2 years of industry experience. Harper works at Kingsview Wealth Management, LLC. The advisor has gained experience at Resnik & Oppenheim Cpas, Kingsview Partners, Martin Haper LLC and Broadway Financial Mangement LLC. Harper is approved to operate in New York. Kingsview Wealth Management, LLC is a registered investment company based out of Grants Pass, OR. The firm has offices in 27 locations and a total of 150 employees. It manages $4 billion in assets across its 13,829 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to eight charitable organizations. Of its 13,829 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Kingsview Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules depend on which services are offered. However, fee types charged by Kingsview Wealth Management, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Martin Harper Work History
Martin has been registered as a financial advisor for 2 years.*
Kingsview Partners
Resnik & Oppenheim Cpas
Broadway Financial Mangement LLC
Martin Haper LLC
*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 Martin 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 Kingsview Wealth Management, LLC
Summit, NJ
Mountlake Terrace, WA
Woodbury, NY
Grants Pass, OR
Woodbury, NY
Raleigh, NC
Woodbury, NY
College Station, TX
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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