James R. Hargrave

PILLAR FINANCIAL PLANNING

RAYMORE, MO

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CRD#: 6199084

Professional summary

James Robert Hargrave, CFP®, CLU®, who also goes by James Hargrave, is a registered financial advisor currently at PILLAR FINANCIAL PLANNING located in Raymore, Missouri.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Hargrave

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.

Name: LearnLux. Investment-Related: No. Address: 6 Liberty Square, #2453, Boston, MA 02109. Nature: Financial Wellness Digital Tools and Content. Position: Financial Coach. Start Date: 05/2025. Approximate hours per month: 40. Approximate hours during securities trading hours: 40. Duties: Responsibilities and duties include meeting with employees to provide guidance and education on their personal financial situation and employer benefits.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Hargrave's 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®

CFP^®

Certified Financial Planner

Start date: 2016

CLU^®

Chartered Life Underwriter

Experience

Current

May 29, 2025 - Present

PILLAR FINANCIAL PLANNING

RIA

CRD#: 335717

RAYMORE, MO

Past

April 23, 2018 - July 9, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Scottsdale, AZ

Past

October 7, 2016 - June 7, 2018

LEARNVEST PLANNING SERVICES, LLC

RIA

CRD#: 162453

Scottsdale, AZ

Past

June 28, 2013 - August 8, 2016

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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

Missouri
(5/29/2025)

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

Series 63

Date: 7/11/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/28/2013

General Securities Representative Examination

Current Firm

PILLAR FINANCIAL PLANNING

PILLAR FINANCIAL PLANNING | PILLAR FINANCIAL PLANNING LLC

CRD#: 335717 / SEC#:

Missouri

Registered Investment Advisory firm - (5/29/2025 Approved)

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Contact information

Main Address

Raymore, MO

Mailing Address

Phone number

(660) 221-6083

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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James R. Hargrave

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Hargrave's CRS (Customer Relationship Summary).

Certified licenses

Experience

PILLAR FINANCIAL PLANNING

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LEARNVEST PLANNING SERVICES, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/11/2013

SIE

Date: 7/9/2018

Series 7

Date: 6/28/2013

Current Firm

PILLAR FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

PILLAR FINANCIAL PLANNING

TRUST BUT VERIFY

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