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Carrie Eloise Durbin Beren

Investment Adviser Representative at WBH ADVISORY, INC.

Baltimore, MDCRD #5503753Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MarylandTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/24/2012
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2008
Series 7
General Securities Representative Examination
Passed 8/30/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

WBH Advisory, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WBH ADVISORY, INC.Current
9/3/2021Baltimore, MD
CONGRESS WEALTH MANAGEMENT LLC
4/19/20219/9/2021Columbia, MD
PINNACLE ADVISORY GROUP, INC.
4/1/20145/17/2021Columbia, MD
BB&T INVESTMENT SERVICES, INC.
7/13/20123/6/2014Frederick, MD
DURBIN FINANCIAL ADVISORS, INC.
7/21/20086/29/2012Towson, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WBH ADVISORY, INC.

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View WBH ADVISORY, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carrie Eloise Durbin Beren has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Carrie Eloise Durbin Beren - Financial Advisor in Baltimore, MD | AdvisorFinder