Harbor Financial Services, LLC

Harbor Financial Services, LLC (CRD# 25700) is a financial advisory firm headquartered in Mobile, AL. They manage $338,932,034 in 1,084 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    1,084
    ACCOUNTS
  • Average Account Value
    $312,668
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 45 top financial advisors.
1
Paul R. Morris
CRD#: 340566
Rsa Battlehouse Tower, 11 North Water Street, Ste 21290, Mobile, AL 36602
96
Wealthminder
score

Paul Morris (CRD# 340566) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Mobile, AL and has over 20 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

3
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.

4
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 23 years of experience in the finance industry.

5
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 37 years of experience in the finance industry.

6
Paul J. Celentano Jr.
CRD#: 4070505
50 Merrick Road, Rockville Centre, NY 11570
93
Wealthminder
score

Paul Celentano Jr. (CRD# 4070505) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Rockville Centre, NY and has over 18 years of experience in the finance industry.

7
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.

8
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 23 years of experience in the finance industry.

9
Raymond M. Grigsby
CRD#: 4326768
2100 Club Drive, Ste 200, Suite 200, Gadsden, AL 35901
93
Wealthminder
score

Raymond Grigsby (CRD# 4326768) is an Investment Advisor Representative working at Harbor Financial Services, LLC in Gadsden, AL and has over 17 years of experience in the finance industry.

10
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.

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