Robert Doherty is a CFP, ChFC-designated registered investment advisor, based in Sandy, UT, with 17 years of industry experience.
Location
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
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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
Robert works as an insurance broker, appointed with outside insurance carriers, and operates under the DBA name of Harding Financial and Insurance, selling New York Life products. He also volunteers as a youth wrestling coach and a youth soccer coach, dedicating about 10-20% of his time to coaching and minimal time to soccer.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 states
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