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Kenneth Louis Mathis

HARDY REED, LLC·TUPELO, Mississippi
Unclaimed Profile
101 S. FRONT STREET, TUPELO, MS 38804CRD# 1006874Firm CRD# 141024
01

About

Kenneth Louis Mathis is a registered financial advisor based in TUPELO, Mississippi, affiliated with HARDY REED, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HARDY REED, LLC
HARDY REED, LLC
AUM
$1.9B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at HARDY REED, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1006874
Firm CRD# 141024
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Louis Mathis offer?
Kenneth Louis Mathis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUPELO, Mississippi for a consultation.
What are Kenneth Louis Mathis's credentials?
Kenneth Louis Mathis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Louis Mathis located?
Kenneth Louis Mathis is based in TUPELO, Mississippi, working with HARDY REED, LLC. Their office serves clients in the TUPELO metropolitan area and surrounding communities.
How does Kenneth Louis Mathis charge for services?
Kenneth Louis Mathis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARDY REED, LLC?
HARDY REED, LLC has approximately 18 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TUPELO
George Scott Reed — HARDY REED, LLCJohn Cazort Hardy — HARDY REED, LLCStephen Davis Miles — ADDICUS ADVISORY, LLCAndrew B Adams — ADDICUS ADVISORY, LLCMichael Black Mitchell — HARDY REED, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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