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Ariel Harper

8 Years of Experience
Staunton, VA
Broker

Ariel Harper is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Staunton, VA, with 8 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

129 Fairway Lane, Suite 101, Staunton, VA, 24401

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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

Ariel is an associate/employee and financial advisor at Davis Financial Strategies since 2017. This activity requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2017 - November 2017 · 5 mos
State Registrations13 states
FLGAIDMAMDNCOHORPASCTXVAWV
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.