Harold Charles Morrow
Investment adviser representative at Pfg Advisors
42 yearsExperience
2 statesRegistered in
PFSDesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
42 years in the industry.
- United PlannersNov 2025 to now
- Galindo Patterson & Associates, P.A.Jul 2021 to now
- Pfg Advisors, LLCApr 2018 to now
- Kingdom of the Sun Retirement CenterOct 2013 to now
- Morrow Family LLCJan 2006 to now
- Harold MorrowAug 2001 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Dec 2016 to Jun 2024
- Cue Financial Group, Inc.Nov 2013 to Dec 2018
- Foothill Securities, Inc.Nov 2013 to Dec 2016
- Urchins, Inc. dba Little Vineyard Rv ParkJul 1996 to Jan 2022
- Morrow & Company C.p.a.'sMay 1984 to Jul 2023
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3160104
- Firm CRD
- 173344