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CFP
WH
CFP

William Hardegree

Wells Fargo Advisors
33 Years of Experience
Ponte Vedra Beach, FL
Broker
View SEC Summary
View SEC Summary

William Hardegree is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ponte Vedra Beach, FL, with 33 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

183 Landrum Lane, Suite 103, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a board member for Pickett and Hatcher Educational Fund, Inc., owns 100% of Coastal Valley Wealth Management LLC, and is trustee for Coastal Valley Wealth Management 401k. He also owns 10% of 627APVB, LLC, is executor for his father, and dedicates about a quarter of his time to Coastal Valley Wealth Management LLC.

Employment History
Current Registrations
Wells Fargo Advisors
June 2020 - Present · 6 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - June 2020 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2020 · 12 yrs 5 mos
A. G. Edwards & Sons, INC.
March 2003 - January 2008 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
November 1995 - January 2008 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - November 1995 · 2 yrs 2 mos
State Registrations30 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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