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.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfm Advisors, Inc. | Hauppauge, NY | May 2022 - Current | 2 |
| 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 |
- MD
-
Total Assets Under Management1,750MILLIONS
-
Total Number of Accounts1,484ACCOUNTS
-
Average Account Value$1,179,077
- A percentage of assets under your management
- Hourly charges
- 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)
MD, NY, PA
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