Harvey Little, financial advisor Berea KY

Harvey Little

CRD Number: 5487935
Current Firm: Wh Wealth Management LLC

Harvey Little (CRD# 5487935) is an Investment Advisor Representative working at Wh Wealth Management LLC in Berea, KY and has over 17 years of experience in the finance industry. Harvey Little has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wh Wealthmanagement LLC Berea, KY Nov 2021 - Current 2
Harvey R Little Jr Insurance Services Berea, KY Oct 2001 - Current 22
Harvey R Littl E Jr Financial Services Berea, KY Apr 2006 - Oct 2021 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Harvey R. Little
Phone Number: 859-625-2824
Firm Website: http://www.hrljr.com/
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $91,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KY

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