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OAK HARBOR WEALTH PARTNERS, LLC
OAK HARBOR WEALTH PARTNERS, LLC
RALEIGH, North Carolina
·
4 registered advisors
·
CRD# 311528
SEC# 801-122270
0
919-800-0705
01
Firm Overview
AUM
$566M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OAK HARBOR WEALTH PARTNERS, LLC
4 registered advisors
Chris Brattain Harrell
RALEIGH, North Carolina
CRD# 1080957
Jennifer Cleveland Elam
RALEIGH, North Carolina
CRD# 7414770
Paul Boddie Elam
RALEIGH, North Carolina
CRD# 4640119
William Russell Hesmer
RALEIGH, North Carolina
CRD# 6166507
05
Office Locations
RALEIGH, North Carolina
4 advisors
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Data sourced from SEC Form ADV filings. OAK HARBOR WEALTH PARTNERS, LLC (CRD# 311528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.