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Carrie Eloise durbin Beren

WBH Advisory, Inc.

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About Carrie Eloise durbin Beren

Carrie Eloise Durbin Beren is a financial advisor with WBH Advisory, Inc. located in Baltimore, Maryland. Carrie has been in the industry since 2008 and has a Series 7, Series 63 and Series 65 license. Carrie is also a Certified Financial Planner (CFP). Carrie has previous experience with BB&T Investment Services, Inc. in Frederick, Maryland and Pinnacle Advisory Group, Inc. in Columbia, Maryland. Carrie provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Carrie Beren is currently registered with WBH Advisory, Inc.. WBH Advisory, Inc. is an investment advisor based in Baltimore, MD, with approximately $1,294,477,358 in regulatory assets under management. The firm primarily serves individuals, corporations, and charitable organizations, offering financial planning and portfolio management services. WBH Advisory has 12 investment adviser representatives and 11 individuals involved in investment advisory functions.
WBH Advisory, Inc.

1829 REISTERSTOWN ROAD, SUITE 225

BALTIMORE, MD 21208

$1.29B

Assets Under Management

3

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carrie Beren’s Registration & Firm History

MD

10/26/2023 - Present

WBH Advisory, Inc. (BALTIMORE MD)

MD

08/31/2012 - 03/06/2014

BB&T INVESTMENT SERVICES, INC. (FREDERICK MD)

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Licenses & Designations

BC

Issued 07/24/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carrie Eloise durbin Beren.
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