Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hardin is a financial advisor at Fisher Investments. Gregory has been in the financial industry for over 20 years. Gregory holds Series 6, 7, 63, and 65 licenses. Gregory has experience working with individuals, families, businesses, and institutional clients. Gregory's primary focus is on providing investment advice and portfolio management services. Gregory also specializes in financial planning. Gregory has previously held positions at Lincoln Financial Advisors Corporation, 1717 Capital Management Company, Woodbury Financial Services, Inc., State Farm VP Management Corp., CUNA Brokerage Services, Inc., and Investment Centers of America, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/14/2023 - Present
Fisher Investments (PLANO TX)
IN
10/03/2016 - 11/27/2017
INVESTMENT CENTERS OF AMERICA, INC. (NEW ALBANY IN)
IN
05/22/2007 - 09/28/2016
CUNA BROKERAGE SERVICES, INC. (NEW ALBANY IN)
IL
11/06/2003 - 04/29/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
08/06/2003 - 10/07/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
DE
10/02/2001 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
12/23/1999 - 10/08/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/23/1999 - 10/08/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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