Lyle Hardgrove, financial advisor Forest Hill MD

Lyle Hardgrove

CRD Number: 5932833
Current Firm: Ccg Investments

Lyle Hardgrove (CRD# 5932833) is an Investment Advisor Representative working at Ccg Investments in Forest Hill, MD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cfm Advisors, Inc. Hauppauge, NY May 2022 - Current 1
Cfm Advisors, Inc. Hauppauge, NY May 2018 - May 2022 4
Paychex, Inc. Owings Mills, MD May 2016 - May 2018 2
Paychex Securities Corporation Owings Mills, MD May 2016 - May 2018 2
Adp Inc. Baltimore, MD Apr 2008 - Apr 2016 8
Adp Broker-dealer, Inc. Baltimore, MD Apr 2008 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Lyle W. Hardgrove
Phone Number: 631.249.0500
Firm Website:
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States


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