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HARBOR FINANCIAL SERVICES, LLC
HARBOR FINANCIAL SERVICES, LLC
MOBILE, Alabama
·
10 registered advisors
·
CRD# 25700
SEC# 801-65811
36
251-650-0840
01
Firm Overview
AUM
$621M
Regulatory assets under management
Employees
106
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HARBOR FINANCIAL SERVICES, LLC
10 registered advisors
Annice H Jordan
MOBILE, Alabama
CRD# 5622945
Darrell Raiford Sr. Brown
MOBILE, Alabama
CRD# 5011025
Hannon Elon Jr Fayard
MOBILE, Alabama
CRD# 4784311
John Nathaniel Coleman
MOBILE, Alabama
CRD# 6088910
Marc Scott Whitehead
MOBILE, Alabama
CRD# 3059786
Matthew Allan Lursen
MOBILE, Alabama
CRD# 5908672
Paul Eugene Jr. Brown
MOBILE, Alabama
CRD# 6461458
Paul Eugene Sr. Brown
MOBILE, Alabama
CRD# 5010953
Stacey Lynn Lavender-Mayes
MOBILE, Alabama
CRD# 4365033
Thomas John Hopkins
MOBILE, Alabama
CRD# 1835087
05
Office Locations
MOBILE, Alabama
10 advisors
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Data sourced from SEC Form ADV filings. HARBOR FINANCIAL SERVICES, LLC (CRD# 25700) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.