Daniel Harper
Independent RIAHarper Wealth Management
Total AUM:$42.0M
Protocol Status:Yes
Current Custodian:Fidelity
Future Custodian:Schwab
Advisor Profile Details
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Primary Contact Name:Daniel Harper
Title:Advisor
Email:N/A
Mobile Phone:N/A
Executive Assistant Info
EA Name:N/A
EA Email:N/A
EA Phone:N/A
Transition Team Members
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Transition Information
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Years in Business:3 Staff Members
Expected Timeline:Researching
Transition Reasons:
No reason specified