CC
Christopher L. Corley
HARBOUR WEALTH MANAGEMENT GROUP
Daniel Island, SC 29492
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CRD#: 5140415
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Professional summary
Christopher Lawrence Corley, AIF® is a registered financial advisor currently at HARBOUR WEALTH MANAGEMENT GROUP, INC. located in Daniel Island, South Carolina and M HOLDINGS SECURITIES, INC. located in Daniel Island, South Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of Business: Town of Awendaw Board of Zoning Appeals Address: Awendaw, SC Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related: No Start Date: 07/17/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Make decisions on the behalf of the Town and its residents in regards to zoning appeals. 2) Name of Business: M Holdings Securities, Inc Address: Daniel Island, SC Position/Title: Registered Representative Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business during trading hours: 10 Description of duties: Insurance and Variable annuity sales 3) Harbour Wealth Management Group, Inc; 126 Seven Farms Dr, Ste.150, Daniel Island SC 29492; Member Firm Affiliation; Investment Related; Managing Director; 10/2021; 160 hours per month; 160 hours per month during trading hours. Description of Duties: Serve as a representative for clients who are trading investment products and securities. 4) Harbour Wealth Management Real Estate, LLC; 126 Seven Farms Dr Suite 150 Daniel Island, SC 29492; Entity Ownership; Not Investment Related; Directing Member; Manage real estate; 12/28/2023; 1 hour per month; 1 hour per month during trading hours. 5) FIRST CITIZENS DANIEL ISLAND PLAZA PROPERTY OWNERS ASSOC.; 126 Seven Farms Dr, Ste. 150, Charleston SC 29429; Board of Directors for Property Owners Assoc.; Not investment related; Secretary; Taking notes at meetings and voting for the rest of the POA members; 1/21/2025; 1 hour per month; 1 hour per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lawrence Corley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 4, 2021 - Present
HARBOUR WEALTH MANAGEMENT GROUP, INC.
Office #1: 126 Seven Farms Drive Ste 150, Daniel Island, SC 29492RIA
CRD#: 314496
Daniel Island, SC
Current
October 15, 2021 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 126 Seven Farms Drive Ste 150, Daniel Island, SC 29492RIA
BD
CRD#: 43285
Daniel Island, SC
Past
February 24, 2012 - August 3, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
MT. PLEASANT, SC
Past
February 24, 2012 - August 3, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
MT. PLEASANT, SC
Past
September 28, 2006 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MT. PLEASANT, SC
Past
July 18, 2006 - February 28, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MT. PLEASANT, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HARBOUR WEALTH MANAGEMENT GROUP, INC.
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD#: 314496 / SEC#: 801-121292
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/2/2025)
RR
New Jersey(1/2/2025)
IAR
South Carolina(6/4/2021)
RR
South Carolina(10/15/2021)
RR
Tennessee(1/2/2025)
RR
Wisconsin(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HARBOUR WEALTH MANAGEMENT GROUP, INC.
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD#: 314496 / SEC#: 801-121292
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
126 Seven Farms Drive Ste 150, Daniel Island, SC 29492
Mailing Address
Phone number
(843) 377-8448
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 473 |
| AUM (Assets Under Management) | $ 191,288,183 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
