Andrew Evan Harper

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 05/2020
  Comprehensive Asset Management And Servicing, Inc.
  Parsippany, NJ
• 05/2020 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 05/2007 → 06/2017
  Cfs Investment Advisory Services, Llc
  Totowa, NJ
• 07/2017 → 05/2020
  Eisner Amper Wealth Management Corporate Benefits
  Iselin, NJ

Previous Registrations

• 2017-09-18 → 2020-05-05
  Eisneramper Wealth Management & Corporate Benefits, Llc
  Iselin, NJ
• 2010-07-07 → 2017-12-07
  Cfs Investment Advisory Services Llc
  Totowa, NJ

Other Businesses

1) 03/25/2025 - Chairvolotti Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start date : 06/03/2024 - 160 Hrs/Mth - 6 Hrs During Trading. 2) 08/04/2025 - Opus Capital Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start date :08/01/2025 - 6 Hrs/Mth - 2 Hrs During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-11
• S65 Uniform Investment Adviser Law Examination
  2007-02-10

Other Names

• Andy Harper
• Andrew Evan Harper
• Andrew Harper