Jeffery
Hardin

Fiduciary Solutions, LLC

CRD#5739850
Investment Advisor
in Roseville, CA

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About this Advisor

Jeffery Hardin is a financial advisor working in Roseville, California with a total of 2 years of relevant experience. Hardin is an advisor for Fiduciary Solutions, LLC. Their career trajectory has included roles at Md Planning Group, LLC, Fiduciary Solutions, LLC, Cape Securities Inc, Cape Investment Advisory, Inc, American Global Wealth Management, Peak Financial Freedom Group, LLC and Paramount Roofing. Hardin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Fiduciary Solutions, LLC is a registered investment firm with a branch in Roseville, California.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

2520 Douglas Boulevard Suite 110
Roseville, CA 95661

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Jeffery Hardin Work History

Jeffery has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Fiduciary Solutions, LLC

2018 - Present (6 years)

Peak Financial Freedom Group, LLC

2017 - Present (7 years)

Cape Securities Inc

2017 - 2018 (1 year)

American Global Wealth Management

2016 - 2018 (2 years)

Cape Investment Advisory, Inc

2015 - 2017 (2 years)

Paramount Roofing

2013 - 2015 (2 years)

Cape Securities Inc

2013 - 2015 (2 years)

Cape Investment Advisory, Inc

2010 - 2013 (3 years)

Fiduciary Solutions, LLC

2006 - 2013 (7 years)

Md Planning Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffery Hardin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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