Paula Jane Hart
Investment adviser representative at Guardian Financial Partners, LLC
13 yearsExperience
1 stateRegistered in
$911.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Guardian Financial Partners, LLCSep 2026 to now
- LPL Financial LLCMay 2024 to Sep 2026
- Steel Peak Wealth Management, LLCMay 2023 to May 2024
- Royal Alliance Associates, Inc.Nov 2018 to Apr 2023
- Seia LLCJul 2017 to Apr 2023
- SiiJul 2017 to Nov 2018
- Purshe Kaplan Sterling InvestmentsApr 2014 to Jul 2017
- Integrated Wealth ManagementNov 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Guardian Financial Partners, LLC
$911.9MAssets managed
433Clients
9Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3198068
- Firm CRD
- 287652