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Featured Business Financial Advisor in Lutherville, MD
Lutherville Financial Advisors
Harbor Investment Advisory
2330 W. Joppa Rd
Lutherville, MD 21093
(410) 659-8905
“Plan for tomorrow so you can live for today”
Advisor Profile
Geoffrey Burroughs
Name:  Geoffrey Burroughs
Phone Number:  (410) 659-8905
Website:  Visit Website

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives.
I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
 

General Information

Gender:    Male
CRD#:    5379858
Insurance License#:    RPI146578
Name of Broker/Dealer:    Harbor Investment Advisory
Name of Custodial Firm:    Pershing LLC
States Licensed in:    MD, CT, NY, FL, VA, AK, AZ, CA, DE, GA, KY, OH, NJ, PA,
States Willing to do Business in:   
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    4
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, At your home, At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Financial Planning Specialist, Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 31, Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health
 

Firm Information

Assets Managed by Firm:    $1.8 Billion
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Geoffrey Burroughs

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