Harbor Light Investment Advisors, LLC

Harbor Light Investment Advisors, LLC (CRD# 154599) is a financial advisory firm headquartered in Tampa, FL. They manage $58,573,161 in 608 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $96,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • 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.

FL, GA, PA, SC, TX

Financial Advisors at Harbor Light Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mcclain D. Post
CRD#: 366255
Bluffton, SC
96
Wealthminder
score

Mcclain Post (CRD# 366255) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Bluffton, SC and has over 15 years of experience in the finance industry.

2
James S. Lockhart
CRD#: 4415115
9325 Bay Plaza Blvd, Suite 205, Tampa, FL 33619
93
Wealthminder
score

James Lockhart (CRD# 4415115) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Tampa, FL and has over 14 years of experience in the finance industry.

3
James E. Sinclair
CRD#: 4974496
Savannah, GA
93
Wealthminder
score

James Sinclair (CRD# 4974496) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Savannah, GA and has over 12 years of experience in the finance industry.

4
Kyle A. Weeks
CRD#: 3266819
6445 Shiloh Rd Suite D 5, Alpharetta, GA 30005
90
Wealthminder
score

Kyle Weeks (CRD# 3266819) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry.

5
Klaus D. Schoening
CRD#: 414748
501 W. Butler Street, Suite C Box 4, Greenville, SC 29607
83
Wealthminder
score

Klaus Schoening (CRD# 414748) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Greenville, SC and has over 36 years of experience in the finance industry.

6
Christopher L. Goslin
CRD#: 1720162
1211 North Westshore Blvd, Suite 105, Tampa, FL 33607
38
Wealthminder
score

Christopher Goslin (CRD# 1720162) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Tampa, FL and has over 30 years of experience in the finance industry.

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