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Joseph Thornton Harper

PHILLIPS AND COMPANY ADVISORS LLC·PORTLAND, Oregon
Clean recordPHILLIPS AND COMPANY ADVISORS LLC
1300 SW FIFTH AVE, PORTLAND, OR 97201CRD# 3024865Firm CRD# 167214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Thornton Harper · PORTLAND, OR
Registration
CRD #3024865 · PHILLIPS AND COMPANY ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Thornton Harper is a registered financial advisor based in PORTLAND, Oregon, affiliated with PHILLIPS AND COMPANY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PHILLIPS AND COMPANY ADVISORS LLC
PHILLIPS AND COMPANY ADVISORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at PHILLIPS AND COMPANY ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3024865
Firm CRD# 167214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Thornton Harper offer?
Joseph Thornton Harper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Joseph Thornton Harper's credentials?
Joseph Thornton Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Thornton Harper located?
Joseph Thornton Harper is based in PORTLAND, Oregon, working with PHILLIPS AND COMPANY ADVISORS LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joseph Thornton Harper charge for services?
Joseph Thornton Harper's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILLIPS AND COMPANY ADVISORS LLC?
PHILLIPS AND COMPANY ADVISORS LLC has approximately 22 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILLIPS AND COMPANY ADVISORS LLC

James Todd Smith
PORTLAND, OR
Kathleen Hatleli Rasmussen
PORTLAND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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