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Christopher Lawrence Corley

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a director on the Town of Awendaw Board of Zoning Appeals and a registered representative with M Holdings Securities, selling insurance and variable annuities. He also serves as a managing director at Harbour Wealth Management Group, Inc (full-time), a directing member at Harbour Wealth Management Real Estate, LLC, and secretary for FIRST CITIZENS DANIEL ISLAND PLAZA PROPERTY OWNERS ASSOC.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
October 2021 - Present · 4 yrs 4 mos
Harbour Wealth Management Group, INC.
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2012 - August 2021 · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
February 2012 - August 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - February 2012 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - February 2012 · 5 yrs 7 mos
State Registrations5 states
FLNJSCTNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.