Hylan Harper (CRD# 4810119) is an Investment Advisor Representative working at Loyal Wealth Management LLC in American Fork, UT and has over 14 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Loyal Consulting Dba Loyal Wealth Mgt | American Fork, UT | Dec 2017 - Current | 6 |
Cutter And Company | Ballwin, MO | Dec 2017 - Dec 2019 | 2 |
Lpl Financial | Orem, UT | Oct 2016 - Nov 2017 | 1 |
J.p. Morgan Securities LLC | Spanish Fork, UT | Oct 2012 - Oct 2016 | 4 |
Loyal Consulting | American Fork, UT | Jun 2012 - Oct 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2009 |
S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- UT
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Total Assets Under Management27MILLIONS
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Total Number of Accounts209ACCOUNTS
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Average Account Value$129,530
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, UT
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