Karl
Harrop

Tpg Financial Advisors, LLC

CRD#2940640
Investment Advisor
in Portland, OR
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About this Advisor

Karl Harrop is a certified financial planner based in Portland, Oregon, who has been in the financial industry for 15 years. Harrop is currently employed by Tpg Financial Advisors, LLC. The advisor has gained experience at Taylor Capital Management, LLC, Wachovia Securities LLC, Tpg Financial Advisors LLC and Geneos Wealth Management. Harrop holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Washington, Louisiana, Oregon and Texas. Tpg Financial Advisors, LLC is a financial advisory firm that has its headquarters in Portland, Oregon. It has a total of 22 financial advisors. It controls $522 million in assets among its 529 customer accounts, placing it among the larger firms in the country by assets under management. Of its 529 customer accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are provided. However, fee types charged by Tpg Financial Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11740 Sw 68Th Parkway Suite 200
Portland, OR 97223

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Tpg Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$533,319,783

OR Average: $1,120,203,312
Total Number of Employees

23

OR Average: 50
Total Number of Accounts

587

OR Average: 1,309
Average Account Size

$908,552

OR Average: $855,770

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Investment Advisory Services

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

Karl Harrop Work History

Karl has 15 years of experience.

2012 - Present (7 years)

Tpg Financial Advisors LLC

2012 - Present (7 years)

Geneos Wealth Management

2009 - 2011 (2 years)

Taylor Capital Management, LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Karl Harrop has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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