Harbor Light Investment Advisors, LLC

Harbor Light Investment Advisors, LLC (CRD# 154599) is a financial advisory firm headquartered in Brandon, FL. They manage $73,029,392 in 629 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    629
    ACCOUNTS
  • Average Account Value
    $116,104
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, PR, SC, TX

Financial Advisors at Harbor Light Investment Advisors, LLC
Showing 1 - 7 of 7 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
Luis D. Aponte
CRD#: 5659330
322 De Diego Ave., Suite 202, San Juan, PR 00920
93
Wealthminder
score

Luis Aponte (CRD# 5659330) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in San Juan, PR and has over 8 years of experience in the finance industry.

3
James S. Lockhart
CRD#: 4415115
1047 E. Brandon Blvd, Brandon, FL 33511
93
Wealthminder
score

James Lockhart (CRD# 4415115) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in Brandon, FL and has over 15 years of experience in the finance industry.

4
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.

5
Kyle A. Weeks
CRD#: 3266819
6445 Shiloh Rd Suite D 5, Alpharetta, GA 30005
93
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.

6
Javier F. Reyes Colon
CRD#: 3014365
322 De Diego Avenue, Suite 202, San Juan, PR 00920
81
Wealthminder
score

Javier Reyes Colon (CRD# 3014365) is an Investment Advisor Representative working at Harbor Light Investment Advisors, LLC in San Juan, PR and has over 18 years of experience in the finance industry.

7
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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