Chris
Harrell
Oak Harbor Wealth Partners, LLC
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About this Advisor
Chris Harrell is a financial advisor based in Raleigh, North Carolina, working with Oak Harbor Wealth Partners, LLC. Chris has previously held positions at Raymond James & Associates, Inc and Oak Harbor Wealth Partners, LLC. Chris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Chris is part of Oak Harbor Wealth Partners, LLC, which operates out of Raleigh, North Carolina. The firm has 7 employees and manages assets totaling $566.0 million. The firm 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Oak Harbor Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oak Harbor Wealth Partners, LLC Brokerage Details
$566,030,883
7
1,397
$405,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Chris Harrell Work History
Oak Harbor Wealth Partners, LLC
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Chris Harrell 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 Oak Harbor Wealth Partners, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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