Carrie Eloise durbin Beren
Investment adviser representative at Wbh Advisory, Inc.
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Wbh Advisory, Inc.Sep 2021 to now
- Congress Wealth Management LLCApr 2021 to Sep 2021
- Pinnacle Advisory Group, Inc.Mar 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Wbh Advisory, Inc.
$1.7BAssets managed
746Clients
11Advisers
40 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
- 5503753
- Firm CRD
- 105289