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
David A. Koch
CRD#: 6001775
111 West Ocean Boulevard, Suite 2300, Long Beach, CA 90802
103
Wealthminder
score
David Koch (CRD# 6001775) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 5 years of experience in the finance industry.
2
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.

3
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 10 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.

4
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 17 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.

5
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 34 years of experience in the finance industry.

6
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 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.

7
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 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.

8
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 12 years of experience in the finance industry.

9
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 9 years of experience in the finance industry.

10
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 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.