Unclaimed Profile

Kevin Raymond Harper

ALMANACK INVESTMENT PARTNERS, LLC·WAYNE, Pennsylvania

Series 65Clean record17 years registeredALMANACK INVESTMENT PARTNERS, LLC

656 E SWEDESFORD ROAD, WAYNE, PA 19087CRD# 5507287Firm CRD# 282428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Raymond Harper · WAYNE, PA

Registration

CRD #5507287 · ALMANACK INVESTMENT PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ALMANACK INVESTMENT PARTNERS

Apr 2016 – present

GADSDEN

Apr 2019 – Dec 2019

WAYNE, PA

SPIRE WEALTH MANAGEMENT, LLC

Jul 2015 – Mar 2016

NARBERTH, PA

ALMANACK STRATEGIES I, LLC

Jan 2015 – Mar 2015

WAYNE, PA

ALMANACK STRATEGIES I, LLC

Jul 2014 – Dec 2014

RESTON, VA

ALMANACK STRATEGIES, LLC

Dec 2013 – Mar 2014

WAYNE, PA

FOREFRONT ANALYTICS, LLC

Aug 2010 – Oct 2013

W. CONSHOHOCKEN, PA

GKFO, LLC

Jul 2010 – Sep 2013

W. CONSHOHOCKEN, PA

PICKWICK CAPITAL ADVISORS LLC

Jul 2009 – Dec 2010

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 20, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALMANACK INVESTMENT PARTNERS, LLC

CRD 282428 · SEC 801-107186

AUM

$802M

Regulatory assets under management

Employees

2,044 client accounts

Services offered by ALMANACK INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALMANACK INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Raymond Harper offer?

Kevin Raymond Harper specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Kevin Raymond Harper's credentials?

Kevin Raymond Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Raymond Harper located?

Kevin Raymond Harper is based in WAYNE, Pennsylvania, working with ALMANACK INVESTMENT PARTNERS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Kevin Raymond Harper charge for services?

Kevin Raymond Harper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALMANACK INVESTMENT PARTNERS, LLC?

ALMANACK INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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