Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Thomas Platt III is a registered Investment Advisor Representative with Live Oak Family Offices LLC. Harry has been in the industry since 2003 and is a Chartered Financial Analyst. Harry has a current registration with the state of Florida, and is currently pending approval for an Investment Advisor Representative registration with the state of Florida. Harry has a previous registration with the state of Florida. Harry has worked at Live Oak Family Offices LLC since July 2003. Harry provides advisory services for both individuals and pooled investment vehicles. The firm's focus is on high net worth individuals, with over $128,625,000 in assets under management. Live Oak Family Offices LLC also manages $12,350,000 in assets for a pooled investment vehicle. The firm's main office is located in Jacksonville, Florida. Harry is a member of Live Oak Master Fund LP.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
01/01/2025 - Present
Live OAK Family Offices LLC (ST. PETERSBURG FL)
Active
Inactive
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