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Emily Reynolds Allison

Harbor Investment Advisory, LLC

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About Emily Reynolds Allison

Emily Allison is a financial advisor with Harbor Investment Advisory, LLC, located in Lutherville, MD. Emily has been in the industry since 2015 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Emily holds the Series 7TO and Series 66 securities licenses, and the SIE exam. Emily Allison is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Emily Allison is currently registered with Harbor Investment Advisory, LLC. Harbor Investment Advisory, LLC is an investment advisory firm formed in June 2009 that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is headquartered in Lutherville, Maryland, and has a total of 43 employees, including 14 licensed agents and 29 investment adviser representatives. As of 2023, the firm manages approximately $5.23 billion in assets for over 3,169 clients.
Harbor Investment Advisory, LLC

2330 W. JOPPA ROAD

LUTHERVILLE, MD 21093

$5.23B

Assets Under Management

34

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Emily Allison’s Registration & Firm History

MD

10/02/2024 - Present

Harbor Investment Advisory, LLC (LUTHERVILLE MD)

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Licenses & Designations

BOTH

Issued 12/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Reynolds Allison.
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