Best Investors Account Sign in
Inactive

Harvey Roy Little

Wh Wealth Management LLC

Berea, KY

Claim This Profile
Current Employers
Wh Wealth Management Llc

Berea, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-24
  • KY RA
    APPROVED
    Since 2026-03-24

Branch Locations

Berea, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harvey R Littl E Jr Financial Services Berea KY 04/2006 10/2021
Harvey R Little Jr Insurance Services Berea KY 10/2001 Present
Wh Wealthmanagement Llc Berea KY 11/2021 Present
  • 04/2006 → 10/2021
    Harvey R Littl E Jr Financial Services
    Berea, KY
  • 10/2001 → Present
    Harvey R Little Jr Insurance Services
    Berea, KY
  • 11/2021 → Present
    Wh Wealthmanagement Llc
    Berea, KY
Other Businesses

HARVEY R LITTLE JR INSURANCE SALES - INVESTMENT RELATED - INSURANCE - LIFE INSURANCE PRIMARLY - 255 HERNDON LN, BEREA KY 40403 - SOLE OWNER/PRESIDENT - 10/2001-PRESENT APPROXIMATELY 1 HR PER MONTH, 1 HR PER MONTH DURING SECURITIES TRADING HOURS - INSURANCE PRODUCER LIFE INSURANCE APPLICATIONS LITTLE HOLDINGS LLC- INVESTMENT RELATED - RESIDENTIAL REAL ESTATE - RESIDENTIAL REAL ESTATE MANAGEMENT 255 HERNDON LN, BEREA KY 40403 - 7/2016 - PRESENT - SOLE OWNER/PRESIDENT - APPROXIMATELY 15 HRS PER WEEK - 15 HRS PER WEEK DURING SECURITIES TRADING HOURS - MANAGEMENT OF TENANTS, LEASES, PROPERTY MAINTENANCE AS NEEDED HRL ENTERPRISES LLC - INVESTMENT RELATED - COMMERCIAL REAL ESTATE - COMMERCIAL REAL ESTATE MANAGEMENT 255 HERNDON LN, BEREA KY 40403 1/2018-PRESENT - SOLE OWNER/PRESIDENT - APPROXIMATELY 5 HRS PER MONTH - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS - MANAGEMENT OF TENANTS, LEASES, AND PROPERTY MAINTENANCE AS NEEDED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-29
  • S65 Uniform Investment Adviser Law Examination
    2006-03-29
Designations
Other Names
  • Harvey Roy Little

View on SEC IAPD

More in Berea, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor