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Glen Niel Harding

Harding's Wealth Managers, Inc.

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About Glen Niel Harding

Glen Harding is an Investment Advisor Representative associated with Harding's Wealth Managers, Inc. Glen Harding has been in the industry since 2000. Glen Harding is currently registered with the Securities and Exchange Commission (SEC) and licensed to provide investment advice in Delaware, Florida, Pennsylvania and Texas. Glen Harding has also previously been associated with LINSCO/PRIVATE LEDGER CORP., SECURITIES AMERICA, INC. and EDWARD JONES. Glen Harding holds a Series 65, Series 63 and Series 7 licenses. In addition to being an Investment Advisor Representative, Glen Harding is also an independent insurance agent. Glen Harding focuses on portfolio management for individuals.

Firm Information

Glen Harding is currently registered with Harding's Wealth Managers, Inc.. Harding's Wealth Managers, Inc. is an investment advisor registered with the state of Ohio. They manage $5,912,567 in regulatory assets under management for 137 clients, primarily individuals other than high-net-worth individuals. The firm offers portfolio management services for individuals. Their website addresses are https://www.facebook.com/glenmyinvestmentadvisor and https://twitter.com/glen_bwrhr42.

$5.91M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Harding’s Registration & Firm History

DE

06/10/2024 - Present

Harding's Wealth Managers, Inc. (MILLSBORO DE)

PA

06/29/2004 - 12/20/2005

LINSCO/PRIVATE LEDGER CORP. (GILBERT PA)

NE

09/23/2002 - 06/22/2004

SECURITIES AMERICA, INC. (LAVISTA NE)

MO

08/30/2000 - 09/20/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 11/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2004

Series 24 - General Securities Principal Examination

BC

Issued 08/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Glen Niel Harding. Review regulatory record here.
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