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Marc Scott Whitehead

HARBOR FINANCIAL SERVICES, LLC·MOBILE, Alabama
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RSA BATTLEHOUSE TOWER, MOBILE, AL 36602CRD# 3059786Firm CRD# 25700
01

About

Marc Scott Whitehead is a registered financial advisor based in MOBILE, Alabama, affiliated with HARBOR FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HARBOR FINANCIAL SERVICES, LLC
AUM
$621M
Regulatory assets under management
Employees
106
Total firm employees
View all advisors at HARBOR FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3059786
Firm CRD# 25700
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Scott Whitehead offer?
Marc Scott Whitehead specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.
What are Marc Scott Whitehead's credentials?
Marc Scott Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Scott Whitehead located?
Marc Scott Whitehead is based in MOBILE, Alabama, working with HARBOR FINANCIAL SERVICES, LLC. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
How does Marc Scott Whitehead charge for services?
Marc Scott Whitehead's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR FINANCIAL SERVICES, LLC?
HARBOR FINANCIAL SERVICES, LLC has approximately 106 employees and manages $621M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
BIRMINGHAM (369)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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