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Amy Harper

19 Years of Experience
Oklahoma City, OK
Broker

Amy Harper is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6501 Tinker Diagonal, Oklahoma City, OK, 73110

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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

Amy works as a Financial Planning Analyst for TFCU Financial Advisors/Tinker Financial Services, LLC, dedicating about a quarter of her time. She is also a dual employee with Tinker Federal Credit Union, spending about 10-20% of her time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
June 2015 - February 2022 · 6 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
December 2006 - February 2022 · 15 yrs 2 mos
State Registrations1 state
OK
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.