Carrie Beren (CRD# 5503753) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry. Carrie Beren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 1817336
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wbh Advisory, Inc. | Baltimore, MD | Sep 2021 - Current | 2 |
Congress Wealth Management LLC | Columbia, MD | Apr 2021 - Sep 2021 | < 1 |
Pinnacle Advisory Group, Inc. | Columbia, MD | Mar 2014 - Apr 2021 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- MD
- TX
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Total Assets Under Management1,294MILLIONS
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Total Number of Accounts2,220ACCOUNTS
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Average Account Value$583,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA
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