Charles
Moline
Harbour Investments, Inc
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About this Advisor
Charles Moline is a chartered financial consultant who works in Austin, Minnesota who has 1 year of relevant experience. Moline works at Harbour Investments, Inc. Over the course of their career, they have held roles at Corporate Financial Services Inc, Cetera Advisor Networks, Harbour Investments, Inc and Clearstep Financial. Moline has a Series 63 license, which qualifies them as a securities agent, and can serve investors in Minnesota. Harbour Investments, Inc is a registered investment company operating out of Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 employees. It manages $5 billion in total assets between its 28,573 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 59 charities and foundations. Of its 28,573 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which service is offered. Fees billed by Harbour Investments, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Moline Work History
Charles has been registered as a financial advisor for 1 years.*
Harbour Investments, Inc
Clearstep Financial
Cetera Advisor Networks
Corporate Financial Services Inc
*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 Charles Moline 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
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Madison, WI
Milwaukee, WI
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Edmonds, WA
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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