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HS

Harold J. Sargent

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CRD#: 1230295
HS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harold John Sargent JR, who also goes by Hal Sargent, was a registered financial professional .

Harold is a previously registered financial professional and started their career in finance in 1984. Harold had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hal Sargent

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2011 - November 19, 2014

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
PARSIPPANY, NJ
Past

December 11, 2009 - July 17, 2014

POWER WEALTH MANAGEMENT LLC

RIA
CRD#: 134765
HACKENSACK, NJ
Past

February 4, 2008 - December 3, 2014

HEADQUARTERS ADVISORY GROUP, LLC

RIA
CRD#: 125610
PARSIPPANY, NJ
Past

June 9, 2005 - December 31, 2007

POWER WEALTH MANAGEMENT LLC

RIA
CRD#: 134765
HACKENSACK, NJ
Past

April 21, 2005 - December 31, 2007

HEADQUARTERS ADVISORY GROUP, LLC

RIA
CRD#: 125610
PARSIPPANY, NJ
Past

April 10, 2001 - November 19, 2014

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
PARSIPPANY, NJ
Past

January 2, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 2, 1997 - April 18, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

April 20, 1988 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

February 7, 1984 - December 12, 1996

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


1G
1ST GLOBAL ADVISORS INC
1ST GLOBAL ADVISORS INC

CRD#: 111133 / SEC#: 801-41517

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Contact information


Main Address
12750 Merit Drive Suite 1200, Dallas, TX 75251
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

IMS FLEX CHOICE WRAP FEE PROGRAM BROCHURE (9/26/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


1ST GLOBAL ADVISORS INC

CRD#: 111133

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