Scott
Harper
B.B. Graham & Company, Inc
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About this Advisor
Scott Harper is a chartered financial consultant based out of Lawrence, Pennsylvania who has 3 years of industry experience. Harper works at B.B. Graham & Company, Inc. Their career trajectory has included roles at Hazard & Siegel Inc, Northwest Savings Bank, Northwest Advisors, Inc, Obs Brokerage Services, Inc, Clearview Federal Credit Union, Cuna Brokerage Services, Inc, Independent Agent, Foresters Equity Services, Inc, Sa Stone Investment Advisors Inc, B. B. Graham & Co, Cross State Credit Union Assoc. Pittsburgh Chapter, Independent Insurance Sales, Quest Capital Strategies, Inc and Sa Stone Wealth Management Inc. Harper holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida. B.B. Graham & Company, Inc is an advisory business operating out of Orange, CA. The company has offices in 13 locations and a total of 29 people on staff. It controls $220 million in assets across its 631 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 631 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fee types billed by B.B. Graham & Company, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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B.B. Graham & Company, Inc Brokerage Details
$219,658,899
29
631
$348,112
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Scott Harper Work History
Scott has been registered as a financial advisor for 3 years.*
B. B. Graham & Co
Cross State Credit Union Assoc. Pittsburgh Chapter
Clearview Federal Credit Union
Independent Insurance Sales
Sa Stone Investment Advisors Inc
Sa Stone Wealth Management Inc
Quest Capital Strategies, Inc
Foresters Equity Services, Inc
Cuna Brokerage Services, Inc
Hazard & Siegel Inc
Independent Agent
Northwest Savings Bank
Northwest Advisors, Inc
Obs Brokerage Services, Inc
*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 Scott 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 B.B. Graham & Company, Inc
Orange, CA
Alton, IL
Orange, CA
Orange, CA
Orange, CA
Orange, CA
Honolulu, HI
Orange, CA
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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