Harold Morrow
Advisor at PFG Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PFG Advisors
Location
Deming, NM 88030
Credentials
PFS™, Series 63, Series 65
Industry experience
26 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fees generally range from $100 to $5,000 for financial planning services
$0+: Negotiable up to 1.95% annually (variable fixed, linear or tiered fee schedules) $0+: Maximum fee 1.95% annually
Commissions charged by dually licensed IARs through affiliated broker-dealer UPFSA for certain products
Hourly rates range from $100 to $1,000
Subscription-based financial planning fees, negotiated and charged monthly, quarterly, semi-annually or annually
Account minimum: $25,000 Fee-only: Fee-based investment advisory services including asset management and financial planning fees
Work history
United planners
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Galindo Patterson & Associates, P.A.
2021 - Present (5 years)
PFG Advisors, LLC
2018 - Present (8 years)
SECURITIES AMERICA, inc.
2016 - 2024 (8 years)
Cue Financial Group, Inc.
2013 - 2018 (5 years)
Foothill Securities, Inc.
2013 - 2016 (3 years)
Kingdom Of The Sun Retirement Center
2013 - Present (13 years)
Morrow Family Llc
2006 - Present (20 years)
Harold Morrow
2001 - Present (25 years)
Urchins, Inc. Dba Little Vineyard Rv Park
1996 - 2022 (26 years)
Morrow & Company C.P.A.'S
1984 - 2023 (39 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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