Oak Harbor Wealth Partners, LLC
Oak Harbor Wealth Partners, LLC (CRD# 311528) is a financial advisory firm headquartered in Raleigh, NC. They manage $566,030,883 in 1,397 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management566MILLION
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Total Number of Accounts1,397ACCOUNTS
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Average Account Value$405,176
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, KS, MA, MO, NC, OH, PA, SC, TN, TX, VA
Brian Carroll (CRD# 6889059) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
Paul Elam (CRD# 4640119) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.
Chris Harrell (CRD# 1080957) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 41 years of experience in the finance industry.
William Hesmer (CRD# 6166507) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 11 years of experience in the finance industry.