Lonnie
Mayer
Good Harbor Advisors, Inc
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About this Advisor
Lonnie Mayer is a financial advisor who works out of Gloucester, Massachusetts, who has 10 years of relevant experience. Mayer is on the advisory team at Good Harbor Advisors, Inc. During their career, Mayer has held roles at Lpl Financial, Good Harbor Advisors, Inc, Investors Capital Corporation and The Investment Center Inc. Mayer has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Massachusetts. Good Harbor Advisors, Inc is a financial advisory firm operating out of Gloucester, MA. The company has offices in two locations and just four financial advisors. It oversees $241 million in total assets among its 634 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 634 client accounts, 28% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Good Harbor Advisors, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Good Harbor Advisors, Inc Brokerage Details
$241,392,269
4
634
$380,745
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Lonnie Mayer Work History
Lonnie has been registered as a financial advisor for 10 years.*
The Investment Center Inc
Good Harbor Advisors, Inc
Investors Capital Corporation
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lonnie Mayer 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 Good Harbor Advisors, Inc
Gloucester, MA
Gloucester, MA
Gloucester, MA
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