Marguerita Hardy is a registered investment advisor at Cnl Educational Institute, LLC, based in Orlando, FL, with 8 years of industry experience. Marguerita operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
450 S. Orange Ave., Suite 1400, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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The provided text only mentions "CNL Educational Institute, LLC" without specifying Marguerita's role or time commitment. Therefore, it's impossible to provide a meaningful summary or determine if it involves insurance.
Employment History
Current Registrations
Cnl Educational Institute, LLC
Cnl Securities CORP.
Cnl Securities CORP.Broker
Previous Registrations
Cnl Educational Institute, LLC
Cnl Securities CORP.Broker
Timothy Partners, LTD.
Timothy Partners, LTD.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations3 states
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.