Don Hart (CRD# 6055665) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cincinnati, OH and has over 11 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | Cincinnati, OH | Sep 2021 - Current | 2 |
Pruco Securities, LLC | Cincinnati, OH | Sep 2021 - Current | 2 |
University Of Kentucky Athletic Department | Lexington, KY | Aug 2000 - Current | 23 |
Hornor Townsend & Kent LLC | Horsham, PA | Aug 2020 - Sep 2021 | 1 |
Penn Mutual Insurance Company | Horsham, PA | Jul 2020 - Sep 2021 | 1 |
Allstate Financial Services | Richmond, KY | Dec 2018 - May 2020 | 1 |
Oneamerica Securities | Nicholasville, KY | Apr 2016 - Dec 2018 | 2 |
American United Life | Nicholasville, KY | Mar 2016 - Dec 2018 | 2 |
Investment Professionals Inc. | San Antonio, TX | Apr 2015 - Apr 2016 | 1 |
Edward Jones | St Louis, MO | Apr 2012 - Apr 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- KY
- OH
- TX
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Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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