Unclaimed
Chrystal Louanne Hargett is a financial professional with over 12 years of experience in the industry. Chrystal is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2013. Prior to joining Tiaa-Cref, Chrystal worked at several other financial institutions, including LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Chrystal holds a Series 7 and Series 63 license, as well as the SIE designation. She has experience providing a wide range of financial services, including financial planning, portfolio management, and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/11/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/12/2013 - 12/31/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/07/2013 - 02/12/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
10/23/2009 - 04/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/17/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/15/2007 - 05/01/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/07/2006 - 10/26/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 12/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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