Unclaimed Profile

Chris Brattain Harrell

OAK HARBOR WEALTH PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65CFAClean record24 years registeredOAK HARBOR WEALTH PARTNERS, LLC

3101 GLENWOOD AVENUE, RALEIGH, NC 27612CRD# 1080957Firm CRD# 311528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chris Brattain Harrell · RALEIGH, NC

Registration

CRD #1080957 · OAK HARBOR WEALTH PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CORDGRASS CAPITAL ADVISORS, LLC

Oct 2021 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Oct 2021

RALEIGH, NC

MORGAN KEEGAN & COMPANY, INC.

Dec 2001 – Feb 2013

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK HARBOR WEALTH PARTNERS, LLC

CRD 311528 · SEC 801-122270

AUM

$566M

Regulatory assets under management

Employees

1,397 client accounts

Services offered by OAK HARBOR WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAK HARBOR WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Chris Brattain Harrell offer?

Chris Brattain Harrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Chris Brattain Harrell's credentials?

Chris Brattain Harrell holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chris Brattain Harrell located?

Chris Brattain Harrell is based in RALEIGH, North Carolina, working with OAK HARBOR WEALTH PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Chris Brattain Harrell charge for services?

Chris Brattain Harrell'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 OAK HARBOR WEALTH PARTNERS, LLC?

OAK HARBOR WEALTH PARTNERS, LLC has approximately 7 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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