AdvisorOS Directory
Claim Profile
Unclaimed Profile
TH

Thomas Lee Hardin

CANTERBURY INVESTMENT MANAGEMENT, LLC·ZIONSVILLE, Indiana
Series 7, Series 63, Series 65Clean record27 years registeredCANTERBURY 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

CANTERBURY INVESTMENT MANAGEMENT, LLC
Apr 2003 – present
CITIGROUP GLOBAL MARKETS INC.
Dec 1998 – Apr 2003
INDIANAPOLIS, IN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 15, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680 · SEC 801-61876
AUM
$72M
Regulatory assets under management
Employees
3
109 client accounts
Services offered by CANTERBURY INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Nonprofits & Foundations
View all advisors at CANTERBURY INVESTMENT MANAGEMENT, LLC →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ZIONSVILLE?

Browse all registered financial advisors in ZIONSVILLE, Indiana or claim this profile if it's yours.

Browse ZIONSVILLE AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in ZIONSVILLE, Indiana

Tyler Ray Needler
WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, IN
Brian Joseph Brunner
CENTERPOINT WEALTH MANAGEMENT, LLC·ZIONSVILLE, IN
Kimberly Jo Custer
WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile