Chris Charles Morgan
Investment adviser representative at Harbour Investments, Inc.
12 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Harbour Investments, Inc.Nov 2023 to now
- Beacon Wealth Advisors, LLCNov 2018 to now
- Beacon Insurance Advisors, LLCAug 2018 to now
- Beacon Advisors LLC dba Beacon Tax AdvisorsDec 2016 to now
- Gradient Securities, LLCOct 2014 to Nov 2023
- Chris MorganOct 2014 to Nov 2018
- Morgan Wealth Management, LLCMay 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2265541
- Firm CRD
- 19258