Anna Marie Lair
Investment adviser representative at Halbert Hargrove
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
37 yearsFirm in business
Are you Anna Marie Lair? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Halbert HargroveJun 2023 to now
- California State University - Long BeachAug 2019 to May 2023
- Bella Vista High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
37 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
- 7954444
- Firm CRD
- 105515