Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Brattain Harrell is a financial advisor with Oak Harbor Wealth Partners, LLC, located in Raleigh, North Carolina. Chris has been in the industry since 1983 and has experience in a variety of areas, including financial planning, portfolio management, and pension consulting. Chris is a Chartered Financial Analyst and holds Series 7, 63, 65, and 24 licenses. Chris has a strong track record of success in helping individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
01/28/2022 - Present
OAK Harbor Wealth Partners, LLC (RALEIGH NC)
NC
02/13/2013 - 10/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)
NC
10/03/1994 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (RALEIGH NC)
NC
04/19/1983 - 10/03/1994
J. LEE PEELER & COMPANY, INC. (DURHAM NC)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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