Lisa
Howard

Harbor Investment Advisory, LLC

CRD#1960821
Investment Advisor
in Lutherville Timonium, MD

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2330 W. Joppa Road Suite 160
Lutherville Timonium, MD 21093

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Harbor Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,228,575,060

MD Average: $6,889,882,315
Total Number of Employees

33

MD Average: 45
Total Number of Accounts

3,169

MD Average: 765
Average Account Size

$1,649,913

MD Average: $9,006,382

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

2011 - Present (13 years)

Harbor Investment Advisory, LLC

Created with Highcharts 6.0.7

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

R. Matthew Novak
Lutherville Timonium, MD
Andrew Sullivan
Lutherville Timonium, MD
Geoffrey Burroughs
Lutherville Timonium, MD
Katrina Kunkler
Lutherville Timonium, MD
Daniel Baker
Lutherville Timonium, MD
Jessie Willinghan
Lutherville Timonium, MD
Peter Marchineck
Lutherville Timonium, MD
Stephen Kelly
Lutherville Timonium, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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