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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Brennen is a financial advisor at A.g. Campbell Advisory, LLC, a firm based in Baltimore, MD. Elizabeth has been in the industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Elizabeth holds the Series 6, 7, 22, 24, 53, 63, 65, 79, and SIE licenses. Elizabeth is a Certified Financial Planner and a member of the Investment Committee of Hood College in Frederick, MD.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
10/28/2020 - Present
A.g. Campbell Advisory, LLC (BALTIMORE MD)
MD
01/08/2010 - 12/31/2019
HARBOR INVESTMENT ADVISORY, LLC (Lutherville MD)
NY
01/13/2001 - 03/06/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
04/24/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MA
08/14/1987 - 07/10/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/14/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 06/04/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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