Adam Lee Hardesty
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJan 2023 to now
- Royal Alliance Associates, Inc.Sep 2022 to Dec 2022
- Hood & Associates CpasOct 2021 to Jan 2023
- Chick-fil-aJul 2020 to Oct 2021
- Textron AviationJul 2019 to Jul 2020
- Chick-fil-aJan 2018 to Sep 2019
- AbbApr 2017 to Jul 2019
- Chesapeake Energy CorporationNov 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6283741
- Firm CRD
- 6413