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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hardesty is a registered investment advisor representative (IAR) with LPL Financial LLC in Bartlesville, Oklahoma. Adam is a financial advisor with over two years of experience in the industry and holds Series 63, 65, and 6TO licenses. In addition, he is registered as a Registered Representative in Oklahoma. His primary focus is financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. He also offers other non-discretionary advisory services. Adam works with a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
07/10/2024 - Present
LPL Financial LLC (BARTLESVILLE OK)
IA
Issued 07/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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