Harbor Investment Advisory, LLC

Harbor Investment Advisory, LLC (CRD# 151085) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $2,347,533,433 in 2,309 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,348
    MILLION
  • Total Number of Accounts
    2,309
    ACCOUNTS
  • Average Account Value
    $1,016,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Harbor Investment Advisory, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Champe S. Andrews
CRD#: 2295654
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Champe Andrews (CRD# 2295654) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.

2
Robert W. Black
CRD#: 1497429
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Robert Black (CRD# 1497429) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 33 years of experience in the finance industry.

3
Arthur P. Boykin
CRD#: 5627965
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Arthur Boykin (CRD# 5627965) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 8 years of experience in the finance industry.

4
Geoffrey P. Burroughs
CRD#: 5379858
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Geoffrey Burroughs (CRD# 5379858) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 12 years of experience in the finance industry. Geoffrey Burroughs 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.

5
Deborah W. Cameron
CRD#: 1993410
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Deborah Cameron (CRD# 1993410) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 29 years of experience in the finance industry.

6
James W. Curran
CRD#: 1427652
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

James Curran (CRD# 1427652) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 34 years of experience in the finance industry. James Curran 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.

7
Paul M. Fox
CRD#: 2298783
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Paul Fox (CRD# 2298783) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 27 years of experience in the finance industry. Paul Fox 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.

8
Susan A. Frillman
CRD#: 4865959
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Susan Frillman (CRD# 4865959) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 7 years of experience in the finance industry.

9
Scott G. Hahn
CRD#: 5797603
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

Scott Hahn (CRD# 5797603) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 7 years of experience in the finance industry. Scott Hahn 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.

10
John T. Halleron
CRD#: 2467677
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

John Halleron (CRD# 2467677) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 23 years of experience in the finance industry. John Halleron 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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