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.
Location
Deming, NM 88030
Credentials
PFS™, Series 63, Series 65
Industry experience
26 years
About
Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Client services
Based on PFG Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on PFG Advisors
Options & derivatives strategies
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
Flat fees generally range from $100 to $5,000 for financial planning/consulting services
$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually
Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)
$100 to $1,000 per hour for financial planning/consulting services
Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually
Location
115 W. Hemlock
Deming, NM 88030
Most active in
Harold M has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
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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Deming, NM
Ascentis Independent Advisors, LLC
Nathan Enriquez III is a financial advisor at Ascentis Independent Advisors, LLC in Deming, NM, holding a Series 65 designation with seven years of industry experience. He previously worked at Carter Bain Wealth Management from 2016 to 2021 before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored investment advisory services, including portfolio management, financial planning, and alternative investment options through its Private Direct Investments program. The firm employs a range of strategies such as asset allocation and third-party managers to meet client objectives.
Daniel M
Series 66
Deming, NM
Edward Jones
Daniel Mc Cauley is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he is involved in several agricultural and equine business activities, including co-ownership and labor roles at multiple cattle ranches and equine event companies in New Mexico, as well as serving as a board member for Rio Mimbres Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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