Ross HardyCRD Number: 6106847
Current Firm: Sagepoint Financial, Inc.
Ross Hardy (CRD# 6106847) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Daphne, AL and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Sterne Agee Asset Management, Inc.
|Sagepoint Financial||Daphne, AL||Aug 2012 - Current||5|
|Troy University||Troy, AL||Jan 2002 - Dec 2012||10|
|Troy University||Troy, AL||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY