Marijo Harding
Marijo Harding is a registered investment advisor at Prudence Advisory Services, based in Round Rock, TX, with 18 years of industry experience. Marijo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Prudence Advisory Services does not directly manage client investments. Instead, they recommend third-party investment advisors. Prudence Advisory Services receives up to 1% of the managed assets as a fee for recommending, selecting, supervising the third-party advisor, monitoring portfolio performance, and meeting with the client. This fee is paid by the third-party advisor.
Location
One Chisholm Trail Rd., Ste. 450, Round Rock, TX, 78681
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marijo is involved in insurance sales through Prudence Planning. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Prudence Advisory Services
Previous Registrations
D.H. Hill Advisors, INC.
Multi-Financial Securities Corporation
State Registrations1 state
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.