Adellmarie Avellana Hargreaves
Investment adviser representative at Efs Advisors
11 yearsExperience
16 statesRegistered in
$2.4BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Efs AdvisorsAug 2016 to now
- Advanced Advisor Group LLCApr 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 16 states (AR, AZ, CA, CO, IA, IL, IN, MN, NC, NV, NY, OH, SC, SD, TX, WI).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 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
- 6527003
- Firm CRD
- 115211