Sherry HardinCRD Number: 1388895
Current Firm: Wfg Advisors, LP
Sherry Hardin (CRD# 1388895) is an Investment Advisor Representative working at Wfg Advisors, LP in Peoria, AZ and has over 17 years of experience in the finance industry. Sherry Hardin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Clarus Wealth Advisors, LLC||Peoria, AZ||Mar 2016 - Current||< 1|
|Wfg Investments, Inc.||Peoria, AZ||Aug 2009 - Current||7|
|Associated Securities Corp.||Peoria, AZ||Jan 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management1,466MILLIONS
Total Number of Accounts9,918ACCOUNTS
Average Account Value$147,783
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV