Carol Isenhardt, financial advisor Hampton GA
93 score

Carol Isenhardt

CRD Number: 2979099
Current Firm: H.d. Vest Advisory Services, Inc.

Carol Isenhardt (CRD# 2979099) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hampton, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tax Plus Inc. Mcdonough, GA Aug 2004 - Current 12
Carol S Isenhardt Morrow, GA Jul 2003 - Current 13
H.d. Vest Advisory Services Hampton, GA Oct 1998 - Current 18
H.d. Vest Investment Services Mc Donough, GA Nov 1997 - Current 19
Agla Mcdonough, GA Aug 2009 - Aug 2013 4
A Plus Accounting Inc. Mdconogh, GA Jan 1999 - Sep 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Carol S. Isenhardt
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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