GeoffreyBurroughs- Financial Advisor Lutherville, MD

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About Geoffrey Burroughs

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.

See Disclosures

General Information

Firm Start Year

1923

CRD#

5379858

Firm CRD#

151085

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,

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CDFA^®, Financial Planning Specialist

Securities Licenses

Series 7, Series 31, Series 66

Insurance and Annuity Licenses

Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care

Firm Information

Assets Managed by Firm

$5,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Business Administration - Finance

University of Loyola, Maryland
September 1997 -May 2014

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1864145/paladinregistry-Harbor-Investment-Advisory-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Geoffrey Burroughs

Harbor Investment Advisory