Aams David Harper

David Harper, AAMS has extensive work experience in the financial services industry. From 1993 to 2002, they worked as an Account Executive at FISI-Madison Financial, managing and increasing a multiple-state territory and conducting client training sessions. From 2002 to 2008, they were a Financial Advisor at Edward Jones Investments, where they grew their office to profitability and sold various financial products. Since 2008, David has been a Vice President at Legends Financial Services, Inc., specializing in helping clients work towards their retirement goals and providing a wide range of financial services. In 2014, they also served as a County Commissioner for Montgomery County, Tennessee, where they responded to constituents' concerns and participated in budget deliberations.

David Harper, AAMS, obtained a Bachelor of Science degree in Math and Finance from Middle Tennessee State University (MTSU) between 1989 and 2009. In 2005, they completed an Executive Certificate in Financial Planning from Belmont University - Jack C. Massey College of Business. Additionally, they participated in the Leadership Clarksville program in an unspecified year.

David Harper has obtained several certifications, including the Accredited Asset Management Specialist (AAMS) from the College for Financial Planning in March 2007. David also passed the Uniform Combined State Law Examination Series 66 and the General Securities Representative Examination Series 7, both through FINRA, in March 2007 and April 2002, respectively. Furthermore, they successfully completed the Uniform Securities Agent State Law Examination Series 63 in April 2002. Lastly, they currently hold all securities registrations with LPL Financial.