Mc Henry, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,245,270,876
ClientsTotal clients
29,827
AdvisorsAdvisors at this office
3
Of 247 advisors across 129 offices
Location
5435 Bull Valley Rd., Suite 224
Mc Henry IL 60050
Advisors at this office
3
Advisors at this office
Rachel H
Series 65, Series 63
McHenry, IL
Harbour Investments, Inc.
Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023, with prior roles at Gradient Securities, Beacon Insurance Advisors, and Beacon Wealth Advisors. In addition to her advisory work, she is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.
Chris M
Series 63, Series 65
McHenry, IL
Harbour Investments, Inc.
Chris Morgan is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. In addition to advisory work, he is involved in tax preparation through Beacon Advisors LLC and is a managing member of Beacon Wealth Advisors, LLC. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches through internal and third-party managers.
Joshua P
Series 63, Series 66
McHenry, IL
Harbour Investments, Inc.
Joshua Pratt is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Beacon Insurance Advisors, LLC and Thrivent Investment Management, Inc. Pratt is also involved as an independent insurance agent, selling fixed insurance products and equity-indexed annuities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, using multiple investment approaches and platforms tailored to individual advisor and client needs.
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