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Contact Information:

Home Office Administration

Preston Lockhart
plockhart@hlsecurities.com

Mailing:

20 Towne Drive

Suite 138

Bluffton SC 29910

Home Office

400 Merchant Street 

Suite 2b

Hilton Head Island SC 29926

 

843-368-5021 Office

843-968-4249 Facsimile

 

Securities offered through Harbor Light Securities, LLC MEMBER FINRA/SIPC/MSRB Advisory Services offered through Harbor Light Investment Advisors, LLC

Firm Characteristics

Independent

Advisor Focused

Compliance Focused

Forward thinking executive team

Value add business model

Experienced and Forward Thinking

Decades of portfolio management experience

Seasoned Professionals

Well Credentialed

Compliance Focused

Systematic approach

Investment Options

Investments Options:

Managed Accounts

Mututal Funds

Variable Annuties

3rd Party Managers

In House Portfolio Management

and More

Wealth Management

Work with the home office to create comprehensive wealth plans

Tax Planning with CPAs

Estate Planning with attorneys

Comprehensive Business Succession Planning

Create Customized Retirement Plans with our wealth management team

Qualified Plan Management and design with our team of TPAs, Actuaries, Custodians, and Investment Managers

Dynasty Trust Planning

Generational and Family Planning

Create Family Value Plans

Asset Transfer

Home Office Approach with Professional Execution

 

 

Welcome to Harbor Light Securities, LLC (HLS) and Harbor Light Investment Advisors, LLC (HLIA). Harbor Light Securities,LLC is a FINRA registered broker dealer and Harbor Light Investment Advisors, LLC is a SC Registered Investment Advisor.

Our firm is created by forward thinking executives and a staff that works hard to serve the interests of our clients and advisors. Compliance, regulatory adherence, wealth management, and client services are the keys to managing our firm and our dedication is relentless.

Harbor Light has all of the services and investment selections to implement suitable financial plans for our clients. Our diverse clientele consists of physicians, professional employment organizations, attorneys, small business owners, executives, high net worth families, and qualified retirement plans.   

HLIA and HLS have investment advisor reps and brokers in the following areas with clients throughout various states in the US:

  • Bluffton SC,
  • Hilton Head Island, SC (Home Office and Registered Branch)
  • Greenville, SC (Registered Branch)
  • Marion, NC
  • Charlotte, NC (Registered Branch)
  • Los Angeles, CA
  • Savannah, Ga
  • Tybee Island, GA
  • Atlanta, GA

We are currently expanding our rep base. For more information please click on the link above to our Join our firm tab.  

Please click on the following links for additional information:

Business Continuity Plan Link

Privacy Policy Link

www.sipc.org    

www.finra.org

 

 

Harbor Light Securities, LLC is registered as a broker dealer in MA, CA, NC, SC, GA, VA, NY, OH, FL, and PA. Harbor Light Investments Advisors, LLC is a Registered Investment Advisor in SC, GA, NC, FL, OH and PA. Harbor Light Securities, LLC and Harbor Light Investment advisors are only allowed to conduct business in states whereby registration has been completed unless there is an exemption from registration. Navigating further through our website confirms you are a resident of these states.