Chris
Morgan
Harbour Investments, Inc
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About this Advisor
Chris Morgan is a financial advisor based in Mchenry, Illinois, working with Harbour Investments, Inc. Chris has previously held positions at Linsco/Private Ledger, Morgan Wealth Management, LLC, Gradient Securities, LLC, Beacon Advisors LLC Dba Beacon Tax Advisors, Beacon Wealth Advisors, LLC, Beacon Insurance Advisors, LLC, Harbour Investments, Inc, and Chris Morgan. Chris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Chris is part of Harbour Investments, Inc, which operates out of Mchenry, Illinois. The firm has 140 offices and 228 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$6,101,862,276
228
33,564
$181,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chris Morgan Work History
Harbour Investments, Inc
Beacon Wealth Advisors, LLC
Beacon Insurance Advisors, LLC
Beacon Advisors LLC Dba Beacon Tax Advisors
Morgan Wealth Management, LLC
Gradient Securities, LLC
Morgan Wealth Management, LLC
Chris Morgan
Linsco/Private Ledger
Disclosures
Please visit the SEC profile of Chris Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbour Investments, Inc
Middleton, WI
Milwaukee, WI
Richland, MI
West Des Moines, IA
Madison, WI
Elm Grove, WI
Oostburg, WI
Madison, WI
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