Thomas Hardin
CRD Number: 838414Current Firm: Canterbury Investment Management, LLC
Compensation Model: Fee Only
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canterbury Financial Group, LLC | Indianapolis, IN | Apr 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1980 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1992 |
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Total Assets Under Management72MILLIONS
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Total Number of Accounts109ACCOUNTS
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Average Account Value$663,246
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
FL, IL, IN
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