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RH

Robert P. Harling

PREVAILING INVESTMENT ADVISORS
GREENVILLE, SC 29601
Some features on this profile are disabled
CRD#: 6490929
RH

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/15/2013
Uniform Investment Adviser Law Examination

Current Firm

PI
PREVAILING INVESTMENT ADVISORS, LLC
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
1

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.

Company Information

PREVAILING INVESTMENT ADVISORS, LLC

CRD#: 331722Greenville, SC 29601

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