Harwood Advisory Group, LLC

Harwood Advisory Group, LLC (CRD# 166585) is a financial advisory firm headquartered in Largo, FL. They manage $164,242,936 in 1,182 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    1,182
    ACCOUNTS
  • Average Account Value
    $138,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, TX

Financial Advisors at Harwood Advisory Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Paige L. Gunn
CRD#: 5131238
1940 East Bay Drive, Largo, FL 33771
90
Wealthminder
score

Paige Gunn (CRD# 5131238) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 4 years of experience in the finance industry.

2
Kevin D. Harwood
CRD#: 6311729
1940 East Bay Drive, Largo, FL 33771
89
Wealthminder
score

Kevin Harwood (CRD# 6311729) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 2 years of experience in the finance industry.

3
Ryan K. Dixon
CRD#: 5906989
1940 East Bay Drive, Largo, FL 33771
88
Wealthminder
score

Ryan Dixon (CRD# 5906989) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 2 years of experience in the finance industry.

4
Michael T. Erman
CRD#: 5334625
1940 East Bay Drive, Largo, FL 33771
86
Wealthminder
score

Michael Erman (CRD# 5334625) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 9 years of experience in the finance industry.

5
Kevin M. Arquette
CRD#: 3229164
1940 East Bay Drive, Largo, FL 33771
84
Wealthminder
score

Kevin Arquette (CRD# 3229164) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 15 years of experience in the finance industry. Kevin Arquette 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
Robert B. Harwood
CRD#: 5356680
1940 East Bay Drive, Largo, FL 33771
83
Wealthminder
score

Robert Harwood (CRD# 5356680) is an Investment Advisor Representative working at Harwood Advisory Group, LLC in Largo, FL and has over 9 years of experience in the finance industry.

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