Guy Hargrave, financial advisor Floyd VA
96 score

Guy Hargrave

CRD Number: 1053172
Current Firm: Invest Financial Corporation

Guy Hargrave (CRD# 1053172) is an Investment Advisor Representative working at Invest Financial Corporation in Floyd, VA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Appomattox, VT Jul 2014 - Current 2
Southern Capital Brokerage Appomattox, VA Oct 2003 - Jul 2014 10
Invest Financial Corporation Appomattox, VA Dec 2010 - Jul 2012 1
Southern Farm Bureau Fund Distributor, Inc. Farmville, VA Feb 1999 - Dec 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
Contact Info for Guy M. Hargrave
Phone Number: (813) 880-5300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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