Sophia Harding
Sophia Harding is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medford, OR, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1211 E. McAndrews Road, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sophia owns AskAdelyne LLC, where she works as a candle maker and energy healer, dedicating minimal time to it. She also works for Columbia Wealth Advisors and Umpqua Bank, spending about half her time and more than half her time, respectively, referring investment business and assisting clients with banking and planning.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
City National Securities, INC.
City National Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Hartford Equity Sales Company INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Northern Trust Securities, INC.Broker
Northern Trust Securities, INC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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