Robert P. Harling

PREVAILING INVESTMENT ADVISORS

GREENVILLE, SC 29601

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CRD#: 6490929

Professional summary

Robert Perry Harling is a registered financial advisor currently at PREVAILING INVESTMENT ADVISORS, LLC located in Greenville, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 3 firms and has passed the Series 65 exam.

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.

1. BSI INSURANCE; 306 Ridgeland Drive Greenville sc; EMPLOYEE; NON-INVESTMENT RELATED; 30 HOURS PER WEEK; START DATE: 7/1999; I DO NOT SELL AND NEITHER DOES BSI ANY FINANCIAL PRODUCTS OUTSIDE FORESTERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Perry Harling'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®

None

Experience

Current

June 30, 2025 - Present

PREVAILING INVESTMENT ADVISORS, LLC

Office #1: 304 Ridgeland Dr, Greenville, SC 29601

RIA

CRD#: 331722

GREENVILLE, SC

Past

July 2, 2018 - December 31, 2023

PREVAILING INVESTMENT ADVISORS, LLC

RIA

CRD#: 296436

GREENVILLE, SC

Past

May 26, 2015 - May 6, 2016

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

GREENVILLE, SC

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

South Carolina
(6/30/2025)

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

IAR

Series 65

Date: 5/15/2013

Uniform Investment Adviser Law Examination

Current Firm

PREVAILING INVESTMENT ADVISORS, LLC

CRD#: 331722 / SEC#:

South Carolina

Registered Investment Advisory firm - (6/30/2025 Approved)

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Contact information

Main Address

304 Ridgeland Dr, Greenviille, SC 29601

Mailing Address

Phone number

(864) 370-0711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Robert P. Harling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Perry Harling's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREVAILING INVESTMENT ADVISORS, LLC

PREVAILING INVESTMENT ADVISORS, LLC

FORESTERS EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2013

Current Firm

PREVAILING INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

PREVAILING INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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