David Harper (CRD# 2053675) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 30 years of experience in the finance industry.
CRD# 3025408
Primerica Advisors
CRD# 6620233
William Blair & Company LLC
CRD# 4437589
Arete Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors, LLC | Kentwood, MI | Sep 2016 - Current | 7 |
| Cornerstone Financial Consultants | Englewood, CO | Aug 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
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- CO
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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