Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hargrave is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. David has been in the financial services industry since 2002 and holds the Series 65 license. David also provides other business services as a Field Agent for Knights of Columbus Insurance. Knights of Columbus Asset Advisors LLC is an investment advisory firm registered with the SEC and provides a range of advisory services including portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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TX
10/19/2023 - Present
Knights OF Columbus Asset Advisors LLC (Waco TX)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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