Leah B Harper

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2018 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 06/2017 → 03/2018
  Unemployed
  Indianapolis, IN
• 01/2017 → 06/2017
  Ivie And Associates
  Flower Mound, TX
• 03/2014 → 11/2016
  Angie's List
  Indianapolis, IN
• 02/2022 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Other Businesses

1) freelance writing | Investment Related:No|977 woodruff place east drive|indpls|IN|46201|USA|Other|freelance writer|7/26/2021|20-40|0|freelance writing regarding subjects of art/design, art history, art theory, spirituality, wine/food pairings etc.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04
• S63 Uniform Securities Agent State Law Examination
  2018-10-08

Other Names

• Leah Harper
• Leah B Morton