Kendall Harden, financial advisor Cincinnati OH

Kendall Harden

CRD Number: 7290313
Current Firm: Gearhart & Associates

Kendall Harden (CRD# 7290313) is an Investment Advisor Representative working at Gearhart & Associates in Cincinnati, OH and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Gearhart & Associates Montgomery, OH Jul 2022 - Current 2
Raymond James & Associates, Inc. Cincinnati, OH Sep 2020 - Jul 2022 1
University Of North Carolina At Chapel Hill Chapel Hill, NC Jul 2018 - Jul 2020 2
University Of North Carolina At Chapel Hill Chapel Hill, NC Aug 2016 - Jun 2018 1
University Of North Carolina Chapel Hill, NC Aug 2014 - May 2018 3
Western & Southern Open Cincinnati, OH Jun 2017 - Aug 2017 < 1
Stationery Works Milford, OH May 2016 - Aug 2016 < 1
Stationery Works Milford, OH May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2021
Contact Info for Kendall M. Harden
Phone Number: 513-985-3450
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    638
    MILLIONS
  • Total Number of Accounts
    1,751
    ACCOUNTS
  • Average Account Value
    $364,487
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IL, IN, KY, MI, NC, OH, TN, TX

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