Halbert Hargrove
Halbert Hargrove (CRD# 105515) is a financial advisory firm headquartered in Long Beach, CA. They manage $3,030,982,898 in 4,099 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management3,031MILLION
-
Total Number of Accounts4,099ACCOUNTS
-
Average Account Value$739,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI
John Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 16 years of experience in the finance industry.
James Ahn (CRD# 5467210) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 14 years of experience in the finance industry. James Ahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Anderson (CRD# 2362856) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 28 years of experience in the finance industry.
Vincent Birardi (CRD# 7022032) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 3 years of experience in the finance industry.
Jennifer Caravello (CRD# 6577836) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 6 years of experience in the finance industry.
Anthony Collins (CRD# 6396785) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 6 years of experience in the finance industry. Anthony Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Cross (CRD# 872117) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 27 years of experience in the finance industry.
Shane Cummings (CRD# 5136560) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 15 years of experience in the finance industry. Shane Cummings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Eissler (CRD# 5960712) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 10 years of experience in the finance industry. Craig Eissler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Samantha Garcia (CRD# 6325828) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 7 years of experience in the finance industry. Samantha Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.