Tenley Hardt (CRD# 7140788) is an Investment Advisor Representative working at Lpl Financial LLC in San Juan Capistrano, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | San Juan Capistrano, CA | Aug 2023 - Current | < 1 |
| Bank Of America, N.a. | Irvine, CA | Jul 2019 - Aug 2023 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine, CA | Jun 2019 - Aug 2023 | 4 |
| Tenley Hardt Design | Mcminnville, OR | Apr 2012 - May 2019 | 7 |
| Bella Casa Real Estate Group | Mcminnville, OR | Apr 2016 - Apr 2019 | 3 |
| Tenley Erin Young | Santa Barbara, CA | Jun 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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