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Manager Overview
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A fee-based financial planning and investment advisory firm serving the greater southern california area. Hargrave & Associates LLC is a registered investment advisor in California. |
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Experience & Disclosure
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My CRD Number:
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5256117 |
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Firm CRD Number:
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136752 |
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Work Experience:
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Joseph Lyons has been an investments advisor for 3 years. |
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Academic Background:
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Joseph Lyons MA MBA |
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Services
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Types of Investments:
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All investment types except those providing commissions. Commissioned insurance products including Life, Health, Annuities. Specialize in ETF portfolios. |
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Qualifications
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Certifications, Accreditations and Designations:
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Joseph Lyons: Candidate for CFP® Certification,
Ctec Registered Tax Preparer, CA Insurance License #0F72916 |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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30 |
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Assets Managed by Advisor:
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$10MM |
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Compensation
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New Client Minimum Portfolio Size:
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$150K |
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Fee:
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Fee-based |
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Money Manager Articles
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