Sean Harding, financial advisor Berwyn PA
63 score

Sean Harding

CRD Number: 3158599
Current Firm: Independent Financial Partners

Sean Harding (CRD# 3158599) is an Investment Advisor Representative working at Independent Financial Partners in Berwyn, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Berwyn, PA Aug 2012 - Current 4
Lpl Financial, LLC Berwyn, PA Jul 2012 - Current 4
Lincoln Financial Advisors Berwyn, PA May 2010 - Jul 2012 2
Cambridge Investment Research, Inc. Fairfield, IA May 2008 - May 2010 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2008 - May 2010 2
Massmutual Life Insurance Companyny Bala Cynwyd, PA Apr 2007 - May 2008 1
Mml Investors Services, Inc. Bala Cynwyd, PA Apr 2007 - May 2008 1
New England Securities Newton Square, PA Nov 1998 - Apr 2007 8
Creative Financial Group Newton Square, PA Jan 1999 - Mar 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Sean A. Harding
Phone Number: 813-341-0960
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
63

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