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Kenneth Peter Harper

Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Eagle Strategies LLCAug 2020 to now
  2. Nylife Securities LLCJul 2020 to now
  3. New York Life Insurance Co.Jun 2020 to now
  4. UnemployedJun 2019 to Apr 2020
  5. LPL Financial LLCFeb 2018 to May 2019
  6. Invest Financial Corp.Jan 2012 to Feb 2018
  7. Booth Financial AssociatesJan 2011 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

Eagle Strategies LLC

$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4413094
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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