Lanark Financial
47yrs
Top advisor by experience in Tallahassee
24yrs
Todd Harper is a fiduciary financial advisor in Tallahassee, Florida, with 24 years in the industry. Todd joined LPL Financial in 2021, after nine years at Waddell & Reed and five years at Merrill. Todd holds the CFP® designation.
One of 234 advisors with offices in Tallahassee, and one of 211 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 69% of advisors in Florida
Office2932 Wellington Circle Suite A, Tallahassee, FL 32309
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2012 – 2021Waddell & ReedPreviously
- 2007 – 2012MerrillPreviously
- 2002 – 2007A. G. Edwards & Sons, Inc.Previously
Contact Todd
Local office(850) 300-7056Ask for Todd. (704) 733-3300Main office · Fort Mill, SC 2932 Wellington Circle Suite ATallahassee, FL 32309Office · Get directions Facebook pageLPL Financial
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Todd’s local office at (850) 300-7056 or the LPL Financial main office at (704) 733-3300, and ask for Todd Harper.
How long has Todd been a financial advisor?
Todd has been in the industry since 2002, about 24 years. More experience than 69% of advisors in Florida.
What licenses does Todd hold?
Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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