James Lockhart ChFC, CLU, AIFA
Chief Executive Officer/Managing Member
Chief Investment Officer (Harbor Light Investment Advisors, LLC)
Hilton Head Island SC Home Office
Prior to starting Harbor Light Securities,LLCand Harbor Light Investment Advisors, LLC, Mr. Lockhart owned and operated an independent wealth management firm, Harbor Light Financial Group, LLC and Harbor Light Wealth Management, LLC with Mr. M David Post, based in Bluffton SC.
had years of experience working for insurance companies and super regional banks dealing with trust, portfolio management, insurance, estate planning, qualified plan management, and real estate.
The combination of these experiences and education are the keys to creating a wealth management firm that has broad capabilities in a constantly changing financial paradigm.
Mr. Lockhart is Chief Executive Officer and Managing Director of Harbor Light Securities, LLC and Harbor Light Investment Advisors, LLC a Registered Investment Advisor in South Carolina.
responsibilities include managing the firm's portfolios for the 401k platform and all model portfolios, creating strategic alliances with broker dealer approved sponsors, building the infrastructure of the firm, and growing the firm's adviser network through the Harbor Light Buyout Program.
James Lockhart is a graduate of The University of South Carolina Moore School of Business with a BS in Business Administration with a concentration in finance.
also completed the Chartered Financial Consultant and Chartered Life Underwriter Designations from The American College
in Bryn Mawr Pa, as well as the Accredited Investment Fiduciary Analyst designation through the Center for Fiduciary Studies and Fiduciary
360 based out of Pittsburgh PA.
also holds FINRA Series 7, 24, 66, and 51.
Prior to joining Harbor Light Securities, Mr. Post co-founded Harbor Light Financial Group, LLC with James Lockhart.
Prior to Harbor Light Securities, Mr. Sinclair worked directly with James Lockhart at Harbor Light Financial Group to grow the firm's client base, and to deliver true wealth management solutions for his clients.