Kendall
Harden
Gearhart & Associates
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About this Advisor
Kendall Harden is a financial advisor operating in Cincinnati, Ohio with a total of 1 year of relevant experience. Harden works at Gearhart & Associates. During their career, the advisor has held roles at Raymond James & Associates, Inc, University Of North Carolina At Chapel Hill, Western & Southern Open, Mariemont High School, University Of North Carolina, Stationery Works and Gearhart & Associates. Harden has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Gearhart & Associates is an advisory company that has its headquarters in Cincinnati, OH. It controls $581 million in assets under management across its 1,721 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,721 customer accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Gearhart & Associates may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gearhart & Associates Brokerage Details
$581,439,749
6
1,721
$337,850
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kendall Harden Work History
Kendall has been registered as a financial advisor for 1 years.*
Gearhart & Associates
Raymond James & Associates, Inc
University Of North Carolina At Chapel Hill
Western & Southern Open
University Of North Carolina At Chapel Hill
Stationery Works
Stationery Works
University Of North Carolina
Mariemont High School
*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 Kendall Harden 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 Gearhart & Associates
Cincinnati, OH
Windsor, CA
Cincinnati, OH
Cincinnati, OH
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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