Harbor Financial Services, LLC

Harbor Financial Services, LLC (CRD# 25700) is a financial advisory firm headquartered in Mobile, AL. They manage $262,838,560 in 873 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    873
    ACCOUNTS
  • Average Account Value
    $301,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Harbor Financial Services, LLC
Showing 1 - 10 of 42 top financial advisors.
1
Michael J. Balfe
CRD#: 1470462
Bradenton, FL
93
Wealthminder
score

Michael Balfe (CRD# 1470462) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Bradenton, FL and has over 31 years of experience in the finance industry.

2
Julie M. Blalock
CRD#: 2154712
Salisbury, NC
93
Wealthminder
score

Julie Blalock (CRD# 2154712) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Salisbury, NC and has over 26 years of experience in the finance industry.

3
John M. Bryan
CRD#: 2590924
16 W. Ontario Street, Chicago, IL 60654
93
Wealthminder
score

John Bryan (CRD# 2590924) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

4
Harbeth C. Cawthon
CRD#: 43640
Tampa, FL
93
Wealthminder
score

Harbeth Cawthon (CRD# 43640) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Tampa, FL and has over 36 years of experience in the finance industry.

5
Michael A. Cohen
CRD#: 4142897
8131 Lakewood Main St, Suite M-206, Lakewood Ranch, FL 34202
93
Wealthminder
score

Michael Cohen (CRD# 4142897) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Lakewood Ranch, FL and has over 17 years of experience in the finance industry.

6
Leslie E. Garrett
CRD#: 2316689
1321 13th Street, Saint Cloud, FL 34769
93
Wealthminder
score

Leslie Garrett (CRD# 2316689) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Saint Cloud, FL and has over 22 years of experience in the finance industry.

7
John C. Hamiter
CRD#: 4998807
2100 Club Drive, Ste 200, Suite 200, Gadsden, AL 35901
93
Wealthminder
score

John Hamiter (CRD# 4998807) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Gadsden, AL and has over 12 years of experience in the finance industry.

8
Michael G. Hickey
CRD#: 1816617
Forest Park, IL
93
Wealthminder
score

Michael Hickey (CRD# 1816617) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Forest Park, IL and has over 29 years of experience in the finance industry.

9
John L. Johnson
CRD#: 2176935
225 Forest Park Circle, Panama City, FL 32405
93
Wealthminder
score

John Johnson (CRD# 2176935) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Panama City, FL and has over 26 years of experience in the finance industry.

10
Scott F. Keiber
CRD#: 2631042
15701 Hwy 50, Ste 204, Clermont, FL 34711
93
Wealthminder
score

Scott Keiber (CRD# 2631042) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Clermont, FL and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.