Jeffery Hardin (CRD# 5739850) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 14 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Financial Freedom Group, LLC | Roseville, CA | Nov 2018 - Current | 5 |
| Fiduciary Solutions, LLC | Roseville, CA | Sep 2018 - Current | 5 |
| Cape Securities Inc. | Stockbridge, GA | Jan 2017 - Current | 7 |
| American Global Wealth Management | Stockbridge, GA | Mar 2017 - Dec 2018 | 1 |
| Cape Investment Advisory, Inc. | Stockbridge, GA | Dec 2016 - Sep 2018 | 1 |
| Paramount Roofing | Buford, GA | Feb 2015 - Jan 2017 | 1 |
| Cape Securities Inc. | Stockbridge, GA | Jan 2013 - Jan 2015 | 2 |
| Cape Investment Advisory, Inc. | Stockbridge, GA | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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- Selection of other advisers (including private fund managers)
CA, TX
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