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Lisa Michell Howard

Harbor Investment Advisory, LLC

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About Lisa Michell Howard

Lisa Michell Howard is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Harbor Investment Advisory, LLC in Lutherville, MD, and holds several licenses and certifications, including Series 7, 63, and 66. Lisa has previously worked with Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. Lisa specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses.

Firm Information

Lisa Howard 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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Lisa Howard’s Registration & Firm History

MD

01/19/2011 - Present

Harbor Investment Advisory, LLC (Lutherville MD)

MD

01/13/2001 - 02/01/2011

DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)

MD

12/02/1999 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NY

06/07/1999 - 11/23/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

06/12/1998 - 06/07/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Michell Howard.
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