Ben S. Harper

FREEDOM WEALTH COACHING

Woodstock, GA 30188

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CRD#: 6166314

Professional summary

Ben Stuart Harper, who also goes by Ben S Harper, is a registered financial advisor currently at FREEDOM WEALTH COACHING, LLC located in Woodstock, Georgia.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ben has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben S Harper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Managing Member of Purposeful Financial Coaching, LLC, located in Holly Springs, GA, a non-operating, non-investment related tax entity established in 2021 for accounting purposes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Stuart Harper's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2023 - Present

FREEDOM WEALTH COACHING, LLC

Office #1: 233 Arnold Mill Road Suite 300, Woodstock, GA 30188

RIA

CRD#: 324178

Woodstock, GA

Past

March 4, 2013 - October 13, 2023

MCBRYAR ADVISORY SERVICES, INC.

RIA

CRD#: 149871

Canton, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(5/1/2023)

IAR

Florida
(6/21/2023)

IAR

Georgia
(3/6/2023)

IAR

Texas
(8/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2013

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM WEALTH COACHING, LLC

FREEDOM WEALTH COACHING, LLC | PURPOSEFUL FINANCIAL COACHING, LLC

CRD#: 324178 / SEC#:

Alabama

Registered Investment Advisory firm - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/21/2023 Approved)

Georgia

Registered Investment Advisory firm - (3/6/2023 Approved)

Texas

Registered Investment Advisory firm - (8/22/2023 Approved)

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Contact information

Main Address

233 Arnold Mill Road Suite 300, Woodstock, GA 30188

Mailing Address

Po Box 177, Lebanon, GA 30146

Phone number

(678) 383-4811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ben S. Harper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben Stuart Harper's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH COACHING, LLC

MCBRYAR ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2013

Current Firm

FREEDOM WEALTH COACHING, LLC

Contact information

Documents

Red Flags

Company Information

FREEDOM WEALTH COACHING, LLC

TRUST BUT VERIFY

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