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Harold Charles Morrow

PFG Advisors

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About Harold Charles Morrow

Harold Morrow has been in the financial services industry since 1999. Harold is currently registered as an Investment Advisor Representative (IAR) with PFG Advisors. Harold also provides financial advisory services through Morrow Financial Group, which is a Registered Investment Advisor. Harold is also a licensed insurance agent and sells insurance products. In addition to his work in the financial services industry, Harold is also a managing member of Morrow Family, LLC, which is a cattle ranch.

Firm Information

Harold Morrow is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harold Morrow’s Registration & Firm History

NM

11/01/2023 - Present

PFG Advisors (Deming NM)

NM

12/08/2016 - 06/14/2024

SECURITIES AMERICA, INC. (Deming NM)

NM

11/08/2013 - 12/08/2016

FOOTHILL SECURITIES, INC. (Deming NM)

OH

08/02/2013 - 10/31/2013

SICOR SECURITIES INC (DAYTON OH)

NM

01/12/2009 - 08/05/2013

H.D. VEST INVESTMENT SERVICES (DEMING NM)

NM

05/13/1999 - 12/15/2008

H.D. VEST INVESTMENT SERVICES (DEMING NM)

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Licenses & Designations

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Charles Morrow.
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