JH
JH

James Harper

25 Years of Experience
Greenwich, CT
Broker

James Harper is a registered investment advisor at Bcp Advisors, LLC, based in Greenwich, CT, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

BCP Advisors, LLC may charge clients a management fee and a performance fee in the future. Currently, there are no fees charged.

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Location

289 Greenwich Avenue, 4th Floor, Greenwich, CT, 06830

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a director at BCP Advisors, an investment-related advisor and wholly-owned subsidiary of BCP Securities. He also serves as a principal of Baer, Crosby and Pike, Agencia de Mexico, which is also wholly owned by BCP Securities.

Employment History
Current Registrations
Bcp Advisors, LLC
April 2008 - Present · 18 yrs 1 mo
Bcp Securities, INC.Broker
May 2001 - Present · 25 yrs
Previous Registrations
Weston Capital Markets INC.Broker
December 1999 - January 2001 · 1 yr 1 mo
State Registrations1 state
CT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Harper - Financial Advisor | TrueAdvisor