Lyle W. Hardgrove

CFM ADVISORS

FOREST HILL, MD

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CRD#: 5932833

Professional summary

Lyle Weldon Hardgrove is a registered financial advisor currently at CFM ADVISORS INC located in Forest Hill, Maryland.

Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Lyle has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Lyle Weldon Hardgrove's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

May 26, 2022 - Present

CFM ADVISORS INC

RIA

CRD#: 111581

FOREST HILL, MD

Past

May 26, 2016 - June 11, 2018

PAYCHEX SECURITIES CORPORATION

CRD#: 39733

OWINGS MILLS, MD

Past

July 12, 2011 - April 15, 2016

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(5/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/11/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

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Contact information

Main Address

1373 Veterans Highway Suite 10, Hauppauge, NY 11788

Mailing Address

Phone number

(631) 657-2135

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (FIRM BROCHURE) (2/27/2025)

Regulatory assets under management

Total Number of Accounts	2,081
AUM (Assets Under Management)	$ 3,492,215,000

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.

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Lyle W. Hardgrove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyle Weldon Hardgrove's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAYCHEX SECURITIES CORPORATION

ADP BROKER-DEALER, INC.

Primary Firm SEC Registration

CFM ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2022

Series 63

Date: 8/17/2011

SIE

Date: 6/11/2018

Series 6

Date: 7/11/2011

Current Firm

CFM ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFM ADVISORS INC

TRUST BUT VERIFY

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