Samuel Joshua Hardin
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCMay 2025 to now
- Bna BankFeb 2023 to now
- Cuso Financial Services, LPFeb 2023 to May 2025
- AltoiraMay 2021 to Feb 2023
- UnemployedJan 2021 to May 2021
- Regions BankMar 2020 to Jan 2021
- Republic FinanceJun 2017 to Mar 2020
- University of MississippiAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 7698490
- Firm CRD
- 6413