Halbert Hargrove

Halbert Hargrove (CRD# 105515) is a financial advisory firm headquartered in Long Beach, CA. They manage $3,817,842,231 in 3,259 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,818
    MILLION
  • Total Number of Accounts
    3,259
    ACCOUNTS
  • Average Account Value
    $1,171,477
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)
  • 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, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA

Financial Advisors at Halbert Hargrove
Showing 1 - 10 of 37 top financial advisors.
1
Gary L. Corderman
CRD#: 1680259
111 W. Ocean Blvd., Suite 2300, Long Beach, CA 90802
98
Wealthminder
score

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.

2
Shane W. Cummings
CRD#: 5136560
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
96
Wealthminder
score

Shane Cummings (CRD# 5136560) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 9 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.

3
Brett M. Gersack
CRD#: 4079967
11808 Northup Way, Suite 290, Bellevue, WA 98005
96
Wealthminder
score

Brett Gersack (CRD# 4079967) is an Investment Advisor Representative working at Halbert Hargrove in Bellevue, WA and has over 16 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.

4
Bruce D. Peterson
CRD#: 361290
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
96
Wealthminder
score

Bruce Peterson (CRD# 361290) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 33 years of experience in the finance industry.

5
Brian M. Spinelli
CRD#: 5129615
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
96
Wealthminder
score

Brian Spinelli (CRD# 5129615) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 10 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.

6
Nickolas R. Strain
CRD#: 5037232
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
96
Wealthminder
score

Nickolas Strain (CRD# 5037232) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 11 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.

7
John C. Abusaid
CRD#: 3084990
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
93
Wealthminder
score

John Abusaid (CRD# 3084990) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 11 years of experience in the finance industry.

8
James T. Ahn
CRD#: 5467210
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
93
Wealthminder
score

James Ahn (CRD# 5467210) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 8 years of experience in the finance industry.

9
Timothy J. Anderson
CRD#: 2362856
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
93
Wealthminder
score

Timothy Anderson (CRD# 2362856) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 23 years of experience in the finance industry.

10
Sathya N. Chey
CRD#: 5347223
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
93
Wealthminder
score

Sathya Chey (CRD# 5347223) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 8 years of experience in the finance industry.

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