AdvisorOS Directory
Claim Profile
SL

Stacey Lynn Lavender-Mayes

HARBOR FINANCIAL SERVICES, LLC·MOBILE, Alabama
Unclaimed Profile
RSA BATTLEHOUSE TOWER, MOBILE, AL 36602CRD# 4365033Firm CRD# 25700
01

About

Stacey Lynn Lavender-Mayes 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# 4365033
Firm CRD# 25700
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOBILE?

Browse all registered financial advisors in MOBILE, Alabama or claim this profile if it's yours.

Browse MOBILE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stacey Lynn Lavender-Mayes offer?
Stacey Lynn Lavender-Mayes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.
What are Stacey Lynn Lavender-Mayes's credentials?
Stacey Lynn Lavender-Mayes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Lynn Lavender-Mayes located?
Stacey Lynn Lavender-Mayes 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 Stacey Lynn Lavender-Mayes charge for services?
Stacey Lynn Lavender-Mayes'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOBILE
Steven Francis Schreiber — INTERSERV, LLCJohn Jeffries — WILKINS MILLER WEALTH MANAGEMENT, LLCJanet Riddle Hayes — LEAVELL INVESTMENT MANAGEMENT, INC.Paul Eugene Sr. Brown — HARBOR FINANCIAL SERVICES, LLCJames Edward Sandifer — SANDIFER WEALTH MANAGEMENT, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile