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James E. Harter, ChFC, CLU, LUTCF

James E. Harter, ChFC, CLU, LUTCF

Registered Representative & Investment Adviser Representative, Equity Services, Inc.

Jim Harter began his career in the insurance and financial services industry in 1987. In 2008, he joined Insurance and Planning Solutions, now Summit Advisory Group, in a management role. Jim specializes in working with individuals and small business owners.  

"My goal is to provide a more efficient and cost effective approach to building assets. I use a macro-financial process that focuses on a total financial picture," Jim said.

Jim earned his bachelor's degree in Economics from Indiana University. He and his wife Cathy have three children.

Jim Harter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Tennessee. He is insurance licensed in Tennessee as well.