Lathen Hardy III, MBA

VP - Financial Consultant

+1 214-706-6143

Financial credentials

  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Specialist, Charles Schwab, 2017-2019
  • Financial Representative, Principal Financial Group, 2015-2017
  • Division Leader, Primerica Financial Services, 2013-2015
  • Representative, Primerica Financial Services, 2009-2010

Education

  • BS, Psychology, Jackson State University
  • MS, Indiana University- Purdue University Indianapolis, Psychology
  • MBA, Butler University

Personal interests and affiliations

  • Omega Psi Phi Fraternity, Inc, 1999 - 2001

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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