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Russell Paul Hardy

Charles Schwab & CO., Inc.

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About Russell Paul Hardy

Russell Hardy is a financial advisor with Charles Schwab & Co., Inc. in Orlando, Florida. Russell has been in the financial services industry since 1994, and holds Series 7, Series 63, Series 65 and SIE licenses. Russell is a registered representative with the Financial Industry Regulatory Authority (FINRA). He has worked at International Assets Advisory Corporation and is currently working at Charles Schwab & Co., Inc. Russell specializes in Financial Planning and Selection of Other Advisers.

Firm Information

Russell Hardy is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Russell Hardy’s Registration & Firm History

FL

01/15/2019 - Present

Charles Schwab & CO., Inc. (Orlando FL)

FL

02/01/1994 - 11/25/1998

INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)

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Licenses & Designations

BC

Issued 12/12/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Russell Paul Hardy.
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