OAK HARBOR WEALTH PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 311528). Regulatory assets under management: $729.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| William Russell Hesmer | MANAGER | — |
| Paul Boddie Elam | CHIEF COMPLIANCE OFFICER, MANAGER | — |
| Chris Brattain Harrell | MANAGER | — |
| ELAM JENNIFER CLEVELAND | ELECTED MANAGER, CCO | — |
| ELAM PAUL BODDIE | CHIEF COMPLIANCE OFFICER, MANAGER | — |
| HARRELL CHRIS BRATTAIN | MANAGER | — |
| HESMER WILLIAM RUSSELL | MANAGER | — |