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Corby Kiss

33 Years of Experience
Richland, MI
BrokerSells Insurance

Corby Kiss is a registered investment advisor at Harbour Investments, INC., based in Richland, MI, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
249 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.

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Location

8765 Gull Rd, Suite A, Richland, MI, 49083

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Corby is a FINRA arbitrator since 2012, dedicating minimal time. He is also an independent insurance agent, potentially selling equity indexed annuities, provides pre-paid legal services, and works as a realtor, dedicating a few hours per week to each.

Employment History
Current Registrations
Harbour Investments, INC.
September 2010 - Present · 15 yrs 10 mos
Harbour Investments, INC.Broker
April 2006 - Present · 20 yrs 3 mos
Previous Registrations
The Huntington Investment Company
March 2006 - April 2006 · 1 mo
The Huntington Investment CompanyBroker
February 2004 - April 2006 · 2 yrs 2 mos
Banc One Securities CorporationBroker
July 2003 - January 2004 · 6 mos
Essex National Securities, INC.Broker
May 1998 - July 2003 · 5 yrs 2 mos
First of America Securities, INC.Broker
February 1997 - May 1998 · 1 yr 3 mos
First of America Brokerage Service, INC.Broker
September 1995 - May 1998 · 2 yrs 8 mos
First of America Securities, INC.Broker
May 1995 - September 1995 · 4 mos
Bisys Fund Services Limited PartnershipBroker
December 1994 - June 1995 · 6 mos
First of America Securities, INC.Broker
October 1994 - December 1994 · 2 mos
First of America Brokerage Service, INC.Broker
October 1993 - October 1994 · 1 yr
Pruco Securities CorporationBroker
June 1992 - June 1993 · 1 yr
State Registrations4 states
AZILMIMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.