Grace Hardee (CRD# 6470514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 8 years of experience in the finance industry.
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
CRD# 1006989
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Panama City, FL | Jun 2020 - Current | 3 |
| Bay United Soccer Club | Panama City, FL | Feb 2016 - Current | 8 |
| Raymond James & Associates, Inc. | Panama City, FL | Dec 2014 - Jun 2020 | 5 |
| Fsu Credit Union | Tallahassee, FL | May 2014 - Nov 2014 | < 1 |
| Florida State University | Tallahassee, FL | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- FL
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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