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Skyler Hardman

7 Years of Experience
Layton, UT
Broker

Skyler Hardman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Layton, UT, with 7 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

177 E Antelope Dr., Suite A, Layton, UT, 84041

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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

Skyler works as a financial advisor for Legacy Financial Strategies, dedicating about half of their time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Svb Wealth
June 2022 - August 2023 · 1 yr 2 mos
Svb Investment Services INC.Broker
January 2022 - August 2023 · 1 yr 7 mos
Svb Investment Services INC.
January 2022 - July 2022 · 6 mos
Key Investment Services LLC
October 2021 - December 2021 · 2 mos
Key Investment Services LLCBroker
June 2018 - December 2021 · 3 yrs 6 mos
State Registrations10 states
AZCACOFLIDNVTXUTVAWY
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.
Skyler Hardman - Financial Advisor | TrueAdvisor