Unclaimed Profile

Reese J Harper

AQUIRE WEALTH ADVISORS, LLC·SOUTH JORDAN, Utah

Series 6, Series 7, Series 63Clean record18 years registeredAQUIRE WEALTH ADVISORS, LLC

879 BAXTER DRIVE, SOUTH JORDAN, UT 84095CRD# 4907910Firm CRD# 149559

Profile Verification

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

Identity

Reese J Harper · SOUTH JORDAN, UT

Registration

CRD #4907910 · AQUIRE WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

DENTIST ADVISORS

May 2009 – present

WOODBURY FINANCIAL SERVICES, INC.

Jun 2008 – May 2009

SOUTH JORDAN, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · June 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AQUIRE WEALTH ADVISORS, LLC

CRD 149559 · SEC 801-114782

AUM

$384M

Regulatory assets under management

Employees

2,515 client accounts

Services offered by AQUIRE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AQUIRE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Reese J Harper offer?

Reese J Harper specializes in Financial Planning, Investment Management. Contact their office in SOUTH JORDAN, Utah for a consultation.

What are Reese J Harper's credentials?

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

Where is Reese J Harper located?

Reese J Harper is based in SOUTH JORDAN, Utah, working with AQUIRE WEALTH ADVISORS, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.

How does Reese J Harper charge for services?

Reese J 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 AQUIRE WEALTH ADVISORS, LLC?

AQUIRE WEALTH ADVISORS, LLC has approximately 21 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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