Adam Harding, financial advisor Phoenix AZ
100 score

Adam Harding

CRD Number: 6055895
Current Firm: Harding, Adam Clark
Compensation Model: Fee Only

Adam Harding’s mission is to help individuals and families dissect and simplify complex financial situations. His specialties lie in portfolio management, financial planning, and helping clients analyze the economic tradeoffs in financial decision-making.

 

Adam C. Harding, CFP (CRD# 282686) is an Investment Advisor Representative  and CEO of Adam Clark Harding in Scottsdale, AZ and has over 7 years of experience in the finance industry. 

CONTACT
Similar Advisors
Alexander Koury, CFP®, financial advisor Phoenix AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
James Davis, CFP®, financial advisor Phoenix AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
James Hundman, financial advisor Phoenix AZ
James E. Hundman
CRD# 3233547
Triad Advisors, Inc.
Score
103
Company Name Location Dates Years
Oxford Investment Partners Phoenix, AZ Apr 2012 - Current 5
Oxford Investment Partners Phoenix, AZ Mar 2010 - Current 7
Bowen & Bailey LLP Boise, ID May 2006 - Current 11
Capital Processing Network Scottsdale, AZ May 2009 - Aug 2009 < 1
Careerbuilder Scottsdale, AZ Sep 2008 - Dec 2008 < 1
University Of Idaho Boise, ID Aug 2002 - May 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Adam C. Harding
Current Firm Details
Harding, Adam Clark
Firm's CRD Number: 282686
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Ready to hire a financial advisor? Get competitive proposals from Adam Harding and other advisors.
BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
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.