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CFP

Todd Harper

LPL Financial LLC
23 Years of Experience
Tallahassee, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Harper is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 23 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2932 Wellington Cir, Ste A, Tallahassee, FL, 32309

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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 ActivitiesSells Insurance

Todd operates under the DBA Luminosity Financial for his LPL business and is also an insurance agent selling fixed insurance through LPL since 2020. Additionally, Todd is a non-profit board member (Elder) at Canopy Roads Baptist Church, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
August 2012 - July 2021 · 8 yrs 11 mos
Waddell & ReedBroker
August 2012 - July 2021 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - August 2012 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - August 2012 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.
December 2002 - November 2007 · 4 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - November 2007 · 5 yrs
State Registrations23 states
ALAZCACOFLGAILKSKYMAMDMNMONCNMNYOHORRISCTXVAWA
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.
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