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Charles Raymond Hardee

Strategic Advisory Services

Memphis, TN

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Current Employers
Strategic Advisory Services

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-07-26
  • TN RA
    APPROVED
    Since 2022-07-26

Branch Locations

6465 Quail Hollow Road Suite 301, Memphis, TN 38120 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Memphis TN 12/2015 Present
Paragon National Bank Memphis TN 11/2014 06/2019
Independent Financial Partners Memphis TN 10/2015 06/2019
Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions Memphis TN 06/2019 08/2022
Strategic Advisory Services, Llc Memphis TN 07/2022 Present
  • 12/2015 → Present
    Lpl Financial Llc
    Memphis, TN
  • 11/2014 → 06/2019
    Paragon National Bank
    Memphis, TN
  • 10/2015 → 06/2019
    Memphis, TN
  • 06/2019 → 08/2022
    Wealthcare Advisory Partners, Llc D/B/A Paragon Wealth Solutions
    Memphis, TN
  • 07/2022 → Present
    Strategic Advisory Services, Llc
    Memphis, TN
Previous Registrations
Other Businesses

1. 08/30/2022 - Strategic Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 09/30/2024 - Strategic Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2022 - 40 Hours Per Month/ During Trading 3. 04/07/2026 - Strategic Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/30/2022 - 150 hours per month/ during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-12-01
  • S63 Uniform Securities Agent State Law Examination
    1988-12-01
Other Names
  • Charlie Hardee
  • Charles Raymond Hardee

View on SEC IAPD

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