Hylan A. Harper
Professional summary
Hylan A Harper is a registered financial advisor currently at LOYAL WEALTH MANAGEMENT LLC located in American Fork, Utah.
Hylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hylan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hylan A Harper's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2019 - Present
LOYAL WEALTH MANAGEMENT LLC
December 1, 2017 - December 5, 2019
CUTTER & COMPANY, INC.
December 1, 2017 - December 5, 2019
CUTTER & COMPANY, INC.
October 3, 2016 - December 11, 2017
LPL FINANCIAL LLC
October 3, 2016 - December 11, 2017
LPL FINANCIAL LLC
October 1, 2012 - October 13, 2016
J.P. MORGAN SECURITIES LLC
October 1, 2012 - October 13, 2016
J.P. MORGAN SECURITIES LLC
July 19, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 17, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 14, 2006 - August 15, 2006
CHASE INVESTMENT SERVICES CORP.
July 5, 2004 - February 8, 2005
BANC ONE SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/5/2019)
Exams
Current Firm
LOYAL WEALTH MANAGEMENT LLC
CRD#: 305360 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 209 |
| AUM (Assets Under Management) | $ 31,000,000 |
Red Flags
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