Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leabman is an investment advisor representative at Harbor Asset Planning, Inc. Scott Leabman has been in the industry since August 2007. Scott Leabman is registered with the state of Massachusetts. Scott Leabman has passed the Uniform Investment Adviser Law Examination. Harbor Asset Planning, Inc. specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. The firm has approximately 94 clients. Scott Leabman is also actively engaged in the business of consulting and bookkeeping for corporations and sole proprietors.
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.
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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MA
10/30/2007 - Present
Harbor Asset Planning, Inc. (BELMONT MA)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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