Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (CRD# 151085) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $4,662,900,000 in 2,833 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management4,663MILLION
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Total Number of Accounts2,833ACCOUNTS
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Average Account Value$1,645,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
Champe Andrews (CRD# 2295654) 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.
Robert Black (CRD# 1497429) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 36 years of experience in the finance industry.
Arthur Boykin (CRD# 5627965) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 10 years of experience in the finance industry.
Geoffrey Burroughs (CRD# 5379858) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 14 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.
Deborah Cameron (CRD# 1993410) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 31 years of experience in the finance industry.
James Curran (CRD# 1427652) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 36 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.
Paul Fox (CRD# 2298783) 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. 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.
Susan Frillman (CRD# 4865959) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 10 years of experience in the finance industry.
Scott Hahn (CRD# 5797603) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 9 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.
John Halleron (CRD# 2467677) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 25 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.