Harold Morrow, financial advisor Phoenix AZ
93 score

Harold Morrow

CRD Number: 3160104
Current Firm: Cue Financial Group, Inc.

Harold Morrow (CRD# 3160104) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Foothill Securities, Inc. Deming, NM Nov 2013 - Current 3
Cue Financial Group, Inc. Deming, NM Nov 2013 - Current 3
Kingdom Of The Sun Retirement Center Deming, NM Oct 2013 - Current 3
Morrow Family LLC Deming, NM Jan 2006 - Current 10
Urchins, Inc. Dba Little Vineyard Rv Park Deming, NM Jul 1996 - Current 20
Morrow & Company C.p.a.'s Deming, NM May 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Harold C. Morrow
Phone Number: 602-252-0911
Registered State(s):
  • CA
  • CO
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    383
    MILLIONS
  • Total Number of Accounts
    1,794
    ACCOUNTS
  • Average Account Value
    $213,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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