Financial ADVSR advisor directory · SEC adviser records
Halbert Hargrove financial advisors in Colorado
Every SEC-registered investment adviser representative at a Halbert Hargrove office in Colorado, by city and A to Z.
3 registered advisors work at Halbert Hargrove in Colorado, out of 38 nationwide; it's the firm's number 2 state by advisors, and the most are in Denver (3). 1 list the CFP designation and 0 are also registered broker representatives.
Halbert Hargrove advisors by city in Colorado
Every firm in Colorado →Halbert Hargrove advisors in Colorado, A to Z
Search by name →- Shane W. CummingsDenver · Certified Financial Planner
- Steven L. KlostermanDenver
- David L. OvertonDenver
Halbert Hargrove advisors in every state →Halbert Hargrove: assets, clients and custodians →Advisor Moves: who changed firms this week →
Halbert Hargrove in other states
Questions
How many Halbert Hargrove financial advisors are in Colorado?
3 investment adviser representatives are registered at Halbert Hargrove offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 38 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Halbert Hargrove have the most advisors?
Denver, with 3. Halbert Hargrove has advisors in 1 city in Colorado.
How do I check a Halbert Hargrove advisor in Colorado?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Halbert Hargrove office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.