Robert Hargrove (CRD# 2067000) is an Investment Advisor Representative working at Cuso Financial Services in Greensboro, NC and has over 29 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services | San Diego, CA | Aug 2021 - Current | 2 |
| Truliant Federal Credit Union | Winston-salem, NC | Aug 2021 - Current | 2 |
| Pruco Securities LLC | Greensboro, NC | Oct 2017 - Aug 2021 | 3 |
| The Prudential Insurance Company Of America | Greensboro, NC | Oct 2017 - Aug 2021 | 3 |
| Wells Fargo Clearing Services, LLC | Winston-salem, NC | Nov 2016 - Oct 2017 | < 1 |
| Wells Fargo Advisors, LLC | Winston-salem, NC | Jul 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
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- 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
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