Unclaimed Profile

Thomas Lee Hardin

CANTERBURY INVESTMENT MANAGEMENT, LLC·ZIONSVILLE, Indiana

Clean recordCANTERBURY INVESTMENT MANAGEMENT, LLC

23 E CEDAR ST, ZIONSVILLE, IN 46077CRD# 838414Firm CRD# 125680

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Lee Hardin · ZIONSVILLE, IN

Registration

CRD #838414 · CANTERBURY INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Lee Hardin is a registered financial advisor based in ZIONSVILLE, Indiana, affiliated with CANTERBURY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CANTERBURY INVESTMENT MANAGEMENT, LLC

AUM

$72M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CANTERBURY INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 838414

Firm CRD# 125680

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Lee Hardin offer?

Thomas Lee Hardin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ZIONSVILLE, Indiana for a consultation.

What are Thomas Lee Hardin's credentials?

Thomas Lee Hardin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Lee Hardin located?

Thomas Lee Hardin is based in ZIONSVILLE, Indiana, working with CANTERBURY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.

How does Thomas Lee Hardin charge for services?

Thomas Lee Hardin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY INVESTMENT MANAGEMENT, LLC?

CANTERBURY INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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