Carlene Abraham
Investment adviser representative at Harbour Investments, Inc.
13 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
13 years in the industry.
- Harbour Investments, Inc.Sep 2025 to now
- 818 Capital Group, LLCJun 2023 to now
- The Tranel Financial GroupJun 2023 to now
- Money Concepts Capital Corp.Nov 2023 to Apr 2026
- Latino Youth High SchoolAug 2013 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7766396
- Firm CRD
- 19258