Lisa
Howard
Harbor Investment Advisory, LLC
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About this Advisor
Lisa Howard is a financial advisor based in Lutherville Timonium, Maryland, working with Harbor Investment Advisory, LLC. Lisa has previously held a position at Harbor Investment Advisory, LLC. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Lisa is part of Harbor Investment Advisory, LLC, which operates out of Lutherville Timonium, Maryland. The firm has 1 office and 33 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Harbor Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harbor Investment Advisory, LLC Brokerage Details
$5,228,575,060
33
3,169
$1,649,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lisa Howard Work History
Harbor Investment Advisory, LLC
Disclosures
Please visit the SEC profile of Lisa Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbor Investment Advisory, LLC
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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