Paul HardinCRD Number: 1856073
Current Firm: Bfc Planning, Inc.
Paul Hardin (CRD# 1856073) is an Investment Advisor Representative working at Bfc Planning, Inc. in Jerseyville, IL and has over 28 years of experience in the finance industry.
Steve Robbins, Inc.
Ipi Wealth Management, Inc.
Slagle Financial, LLC
|Bfc Planning, Inc.||Jerseyville, IL||Mar 2012 - Current||5|
|Berthel Fisher & Company Financial Services, Inc.||Jerseyville, IL||Mar 2012 - Current||5|
|Edward D. Jones & Company, LP||Jerseyville, IL||Apr 1988 - Mar 2012||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
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
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV