Wbh Advisory, Inc.

Wbh Advisory, Inc. (CRD# 105289) is a financial advisory firm headquartered in Baltimore, MD. They manage $1,295,331,000 in 2,026 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,295
    MILLION
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $639,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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.

CA, CO, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

Financial Advisors at Wbh Advisory, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Carrie E. Beren
CRD#: 5503753
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Carrie Beren (CRD# 5503753) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 13 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.

2
John R. Ciccarone
CRD#: 2226416
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

John Ciccarone (CRD# 2226416) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 29 years of experience in the finance industry.

3
Marc J. Hertzberg
CRD#: 3180785
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Marc Hertzberg (CRD# 3180785) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 23 years of experience in the finance industry.

4
George A. Johns
CRD#: 4290621
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

George Johns (CRD# 4290621) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry. George Johns 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
Joshua A. Mason
CRD#: 2594497
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Joshua Mason (CRD# 2594497) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 27 years of experience in the finance industry. Joshua Mason 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.

6
Jack A. Ramey
CRD#: 1605684
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Jack Ramey (CRD# 1605684) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 35 years of experience in the finance industry. Jack Ramey 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
Carol N. Sullivan
CRD#: 1666200
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Carol Sullivan (CRD# 1666200) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry.

8
Benjamin M. Waller
CRD#: 5704581
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Benjamin Waller, CFA, CFP® (CRD# 5704581) is an Investment Advisor Representative working at WBH Advisory, Inc., in Baltimore, MD and has over 9 years of experience in the finance industry.

9
Robert J. Willen
CRD#: 4604837
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Robert Willen (CRD# 4604837) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry.

10
Ivy M. Alexander
CRD#: 6337827
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Ivy Alexander (CRD# 6337827) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry.

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