Carrie Eloise Durbin Beren

Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 04/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 04/2021 → 09/2021
  Congress Wealth Management Llc
  Columbia, MD
• 09/2021 → Present
  Wbh Advisory, Inc.
  Baltimore, MD

Previous Registrations

• 2021-04-19 → 2021-09-09
  Cw Advisors, Llc
  Columbia, MD
  Boston, MA
• 2014-04-01 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 2012-07-13 → 2014-03-06
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Frederick, MD
• 2008-07-21 → 2012-06-29
  Durbin Financial Advisors, Inc.
  Columbia, MD
  Towson, MD

Other Businesses

Malvern Stonebridge LLC; investment-related; 201 E 5th Street, Suite 1200, Sheridan, WY 82801; estate planning; Manager; started 07/2019; approximately 1 hour per month, none during securities trading hours; manager of a family LLC for estate planning purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-24
• S65 Uniform Investment Adviser Law Examination
  2008-07-19

Designations

• Certified Financial Planner

Other Names

• Carrie Eloise Durbin