Tamantha Hardy, financial advisor San Diego CA

Tamantha Hardy

CRD Number: 7083800
Current Firm: Lpl Financial LLC

Tamantha Hardy (CRD# 7083800) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Conway, SC May 2024 - Current < 1
Edward Jones St Louis, MO Apr 2019 - May 2024 5
Unemployed N. Myrtle Beach, SC Sep 2017 - Mar 2019 1
Optima Bank & Trust Portsmouth, NH Jan 2015 - Sep 2017 2
Merrimack County Savings Bank Concord, NH Jun 2002 - Dec 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Tamantha Hardy
Phone Number: 704-733-3300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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