Topline | Steve Hardy

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Steve Hardy

Managing Director - Investments at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Hardy Wealth Management Group of Wells Fargo Advisors</span>

Intro Book

Seasoned financial expert delivering investment advice and planning.

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Location

Tyler, Texas, United States, US

Skills

Financial Analysis
Asset Allocation
Bonds
Financial Advisory
Insurance
Investment Strategies
Investments
Retirement Planning
Investment Planning
401k Rollovers
Estate Investment Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Steve Hardy has 42 years of experience in financial services, which is a significant amount of time. He has a Bachelor of Business Administration degree from Southern Methodist University, which is a reputable institution. He also has certifications from the Financial Industry Regulatory Authority and the Texas Department of Insurance. These credentials suggest a high level of expertise. Location is Tyler, Texas, which is a relatively smaller market. However, his experience and certifications should command a higher rate. Considering the industry average for financial advisors with his level of experience, I would estimate his hourly rate to be around $250. This is slightly higher than the average rate for financial advisors in the same location, but his certifications and experience justify the higher rate.

Bio

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Topline AI

Steve Hardy is a seasoned financial expert with 42 years of experience in financial services, offering services in financial analysis, asset allocation, and investment planning. He has worked as a Managing Director - Investments at Hardy Wealth Management Group of Wells Fargo Advisors.

Credentials

General Securities Sales Supervisor

Financial Industry Regulatory Authority

Jun, 1990
- May, 2026
General Securities Representative

Financial Industry Regulatory Authority

Mar, 1982
- May, 2026
General Lines Agent

Texas Department of Insurance

Jan, 1986
- May, 2026

Experience

Hardy Wealth Management Group of Wells Fargo Ad...
- Tyler, Texas Area
- Managing Director - Investments
  - 1982 - Present
  - Tyler, Texas Area
  In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. With more than 30 years of experience in helping investors, I have developed keen insight into building effective professional relationships. I str...

Education

1977 - 1979

Southern Methodist University

1977 - 1979

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Steve Hardy

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate