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Taylor Hall Sutherland

Halbert Hargrove

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About Taylor Hall Sutherland

Taylor Sutherland is a financial advisor at Halbert Hargrove in LONG BEACH, CA. Taylor has been in the industry for over 15 years and is a Certified Financial Planner. Taylor's experience includes working with individuals, corporations, and pension plans. Taylor is registered to provide investment advice in California and Texas.

Firm Information

Taylor Sutherland is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

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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Taylor Sutherland’s Registration & Firm History

CA

05/07/2024 - Present

Halbert Hargrove (LONG BEACH CA)

NJ

08/21/2007 - 05/24/2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

02/24/2006 - 08/21/2007

RYAN BECK & CO. (FLORHAM PARK NJ)

TX

05/24/2001 - 05/16/2002

ANDERSEN CORPORATE FINANCE LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/10/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Hall Sutherland.
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