John Harper is a registered investment advisor, based in Boca Raton, FL, with 18 years of industry experience.
Location
2500 North Military Trail, Suite 206, Boca Raton, FL, 33431
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns rental property and spends minimal time on management and rent collection. He is also a referring partner with United Team Wealth Management, providing sales and service of investment and insurance products through Avantax, dedicating about a quarter of his time. Finally, John owns Wildwood Wealth Management, where he spends nearly full-time providing accounting, tax preparation, payroll, and business consulting services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Financial Specialists LLCBroker
C. J. M. Planning CORP.Broker
State Registrations6 states
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