TrueAdvisor
TrueAdvisor
CB
CFP
CB
CFP

Carrie Eloise Durbin Beren

Wbh Advisory, INC.
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Wbh Advisory, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
725 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$4,000

Location

1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carrie is the manager of Malvern Stonebridge LLC, a family LLC for estate planning purposes, since 2019. This activity requires minimal time.

Employment History
Current Registrations
Wbh Advisory, INC.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Congress Wealth Management LLC
April 2021 - September 2021 · 5 mos
Pinnacle Advisory Group, INC.
April 2014 - May 2021 · 7 yrs 1 mo
Bb&t Investment Services, INC.
July 2012 - March 2014 · 1 yr 8 mos
Durbin Financial Advisors, INC.
July 2008 - June 2012 · 3 yrs 11 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.