Richard Lebaron, financial advisor Reed City MI

Richard Lebaron

CRD Number: 304813
Current Firm: Harbour Investments, Inc.

Richard Lebaron (CRD# 304813) is an Investment Advisor Representative working at Harbour Investments, Inc. in Reed City, MI and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Harbour Investments Madison, WI Nov 2011 - Current 12
Lebaron Financial Group Reed City, MI Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination May 1996
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Richard L. Lebaron
Phone Number: 608-662-6100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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