David Hardie, financial advisor Incline Village NV
93 score

David Hardie

CRD Number: 1340773
Current Firm: Western International Securities

David Hardie (CRD# 1340773) is an Investment Advisor Representative working at Western International Securities in Incline Village, NV and has over 31 years of experience in the finance industry.

Similar Advisors
Heidi Foster, financial advisor Incline Village NV
Heidi A. Foster
CRD# 4739930
American Wealth Management
Score
103
Similar Advisors
Robert Green, financial advisor Incline Village NV
Robert B. Green
CRD# 2582158
Cojo Bay Advisors, LLC
Score
103
Similar Advisors
Hunter Harris, financial advisor Incline Village NV
Hunter N. Harris
CRD# 5880103
Alpine Asset Management
Score
98
Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA May 2008 - Current 8
Hallador Investment Advisors, Inc. Incline Village, NV May 2004 - Current 12
Oberlin Financial Corp Bryan, OH Dec 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for David C. Hardie
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $264,706
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from David Hardie and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.