Adam
Hardy
Argi Investment Services, LLC
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About this Advisor
Adam Hardy is a financial advisor based out of Cincinnati, Ohio with a total of 1 year of relevant experience. Hardy is on the advisory team at Argi Investment Services, LLC. The advisor has gained experience at Eastern Kentucky University, Xeorox, Hitachi Automotive Systems, Amazon.Com, Total Quality Logistics, Citigroup, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Northern Kentucky University, Fidelity Brokerage Services LLC, Wholesale Logistical Solutions, Wake Forest University, Argi Investment Services, LLC and Cerity Partners. Hardy has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in Kentucky and Ohio. Argi Investment Services, LLC is an advisory business headquartered in Louisville, KY. The firm has offices in eight locations and a total of 169 financial advisors. It oversees $5 billion in assets under management across its 15,255 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 15,255 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Argi Investment Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Fees for financial advice largely are based on which services the firm provides the client. Fees billed by Argi Investment Services, LLC likely include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Hardy Work History
Adam has been registered as a financial advisor for 1 years.*
Cerity Partners
Argi Investment Services, LLC
Wake Forest University
Fidelity Brokerage Services LLC
Wholesale Logistical Solutions
Bank Of America, N.A
Northern Kentucky University
Merrill Lynch, Pierce, Fenner & Smith Inc
Citigroup
Total Quality Logistics
Xeorox
Hitachi Automotive Systems
Amazon.Com
Eastern Kentucky University
*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 Adam Hardy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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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