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Bradley Owen Hardy

HARDY & HARDY CO LLC·LIMA, Ohio
SIE, Series 7, Series 63, Series 65Clean record18 years registeredHARDY & HARDY CO LLC
3605 SHAWNEE ROAD, LIMA, OH 45806CRD# 2405534Firm CRD# 145088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Owen Hardy · LIMA, OH
Registration
CRD #2405534 · HARDY & HARDY CO LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Aug 2023 – present
HARDY & HARDY CO LLC
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 13, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARDY & HARDY CO LLC
CRD 145088 · SEC 801-129299
AUM
$206M
Regulatory assets under management
Employees
2
207 client accounts
Services offered by HARDY & HARDY CO LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HARDY & HARDY CO LLC →
Introduction

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05

Frequently Asked Questions

What services does Bradley Owen Hardy offer?
Bradley Owen Hardy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LIMA, Ohio for a consultation.
What are Bradley Owen Hardy's credentials?
Bradley Owen Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Owen Hardy located?
Bradley Owen Hardy is based in LIMA, Ohio, working with HARDY & HARDY CO LLC. Their office serves clients in the LIMA metropolitan area and surrounding communities.
How does Bradley Owen Hardy charge for services?
Bradley Owen Hardy'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 HARDY & HARDY CO LLC?
HARDY & HARDY CO LLC has approximately 2 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARDY & HARDY CO LLC

Scott Richard Jensen
LIMA, OH
Jacob Shubert
LIMA, OH

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