Charles
Hardee
Strategic Advisory Services
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About this Advisor
Charles Hardee is a financial advisor based out of Memphis, Tennessee with 1 year of industry experience. Hardee is on the advisory team at Strategic Advisory Services. Throughout their career, they have worked 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. Hardee has a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Tennessee. Strategic Advisory Services is a financial advisory firm headquartered in Memphis, TN. It controls $150 million in assets between its 432 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 432 client accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services are offered. Fee types charged by Strategic Advisory Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Advisory Services Brokerage Details
$150,422,330
10
432
$348,200
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Charles Hardee Work History
Charles has been registered as a financial advisor for 1 years.*
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
*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 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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