Charles
Hardee
Strategic Advisory Services
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About this Advisor
Charles Hardee is a financial advisor based in Memphis, Tennessee, working with Strategic Advisory Services. Charles has previously held positions at Raymond James & Associates, Inc, Lpl Financial LLC, Paragon National Bank, Independent Financial Partners, Wealthcare Advisory Partners, LLC D/B/A Paragon Wealth Solutions, and Strategic Advisory Services, LLC. Charles has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Charles is part of Strategic Advisory Services, which operates out of Memphis, Tennessee. The firm has 10 employees and manages assets totaling $177.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Strategic Advisory Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisory Services Brokerage Details
$177,512,000
10
525
$338,118
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Charles Hardee Work History
Strategic Advisory Services, LLC
Lpl Financial LLC
Wealthcare Advisory Partners, LLC D/B/A Paragon Wealth Solutions
Independent Financial Partners
Paragon National Bank
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Charles Hardee 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 Strategic Advisory Services
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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