Halbert Hargrove
Halbert Hargrove (CRD# 105515) is a financial advisory firm headquartered in Long Beach, CA. They manage $2,332,982,650 in 3,279 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management2,333MILLION
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Total Number of Accounts3,279ACCOUNTS
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Average Account Value$711,492
- 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)
- Other
AZ, CA, CO, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA
Gary Corderman (CRD# 1680259) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 25 years of experience in the finance industry.
Shane Cummings (CRD# 5136560) is an Investment Advisor Representative working at Halbert Hargrove in Denver, CO and has over 11 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.
Brett Gersack (CRD# 4079967) is an Investment Advisor Representative working at Halbert Hargrove in Bellevue, WA and has over 18 years of experience in the finance industry. Brett Gersack 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.
Bruce Peterson (CRD# 361290) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 34 years of experience in the finance industry.
Brian Spinelli (CRD# 5129615) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 11 years of experience in the finance industry. Brian Spinelli 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.
Nickolas Strain (CRD# 5037232) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 12 years of experience in the finance industry. Nickolas Strain 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.
Taylor Sutherland (CRD# 4355240) is an Investment Advisor Representative working at Halbert Hargrove in San Diego, CA and has over 14 years of experience in the finance industry. Taylor Sutherland 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.
John Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 12 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 10 years of experience in the finance industry.