Timothy
Riley
The Harbor Group, Inc
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About this Advisor
Timothy Riley is a certified financial planner and chartered financial consultant who works out of Bedford, New Hampshire with 29 years of relevant experience. Riley is an advisor for The Harbor Group, Inc. They have been an employee of The Harbor Group, Inc for their entire career. Riley maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in New Hampshire and Texas. The Harbor Group, Inc is an advisory firm operating out of Bedford, NH. It oversees $1 billion in assets between its 3,307 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 3,307 client accounts, 39% are held by high-net-worth investors who have more than $1 million in investable assets. The Harbor Group, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fee types charged by The Harbor Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Harbor Group, Inc Brokerage Details
$1,325,621,457
18
3,307
$400,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Riley Work History
Timothy has been registered as a financial advisor for 29 years.*
The Harbor Group
*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 Timothy Riley 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 The Harbor Group, Inc
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
Bedford, NH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.