Elizabeth Brennen, financial advisor Baltimore MD

Elizabeth Brennen

CRD Number: 1678369
Current Firm: A.g. Campbell Advisory, LLC

Elizabeth Brennen (CRD# 1678369) is an Investment Advisor Representative working at A.g. Campbell Advisory, LLC in Baltimore, MD and has over 26 years of experience in the finance industry. Elizabeth Brennen 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.

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Professional Designations
Company Name Location Dates Years
Harbor Investment Advisory LLC Lutherville, MD Jun 2016 - Current 7
Harbor Investment Advisory LLC Baltimore, MD Mar 2012 - Jun 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Elizabeth Brennen
Phone Number: 410-779-1239
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $6,048,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, KY, MD, NH, TN, TX, VA

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