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).

By the Numbers
  • Total Assets Under Management
    3,031
    MILLION
  • Total Number of Accounts
    4,099
    ACCOUNTS
  • Average Account Value
    $739,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI

Financial Advisors at Halbert Hargrove
Showing 1 - 10 of 34 top financial advisors.
1
John C. Abusaid
CRD#: 3084990
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

2
James T. Ahn
CRD#: 5467210
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

3
Timothy J. Anderson
CRD#: 2362856
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

4
Vincent R. Birardi
CRD#: 7022032
111 W. Ocean Boulevard, 23rd Floor, Long Beach, CA 90802

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.

5
Jennifer A. Caravello
CRD#: 6577836
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

6
Anthony D. Collins
CRD#: 6396785
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

7
Craig T. Cross
CRD#: 872117
111 W. Ocean Blvd., Suite 2300, Long Beach, CA 90802

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.

8
Shane W. Cummings
CRD#: 5136560
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

9
Craig W. Eissler
CRD#: 5960712
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802

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.

10
Samantha J. Garcia
CRD#: 6325828
111 West Ocean Blvd., 23rd Floor, Long Beach, CA 90801

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.

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