Elizabeth Brennen
Investment adviser representative at A.G. Campbell Advisory, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$403.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- A.G. Campbell Advisory, LLCOct 2020 to now
- Harbor Investment Advisory LLCJun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MD).
A.G. Campbell Advisory, LLC
$403.9MAssets managed
67Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1678369
- Firm CRD
- 162150