BBB Accredited Business Profile

Bay Harbor Wealth Management

Bay Harbor Wealth Management

(410) 403-2060

Bay Harbor Wealth Management

6 years in business
201 International Circle
STE 200
Hunt Valley, MD 21030
Additional Email Addresses
  • info@bayharborwealth.com
  • lisa@bayharborwealth.com
BBB File Opened: 03/14/2012
Business Started: 03/23/2011
Business Incorporated: 03/23/2011 in MD
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Lance Scott, Owner
  • Ms. Anita Duncan, Director of Client Relations
Business Category
  • Financial Services
  • Investment Advisory Service
  • Investment Management
  • Business Consultants
  • Estate Planning & Management
  • Taxes - Consultants & Representatives

Additional Information
  • According to company's website, "Investment Advisory Services Offered Through Global Financial Private Capital, LLC an SEC Registered Investment Adviser." (Link: http://www.bayharborwealth.com/)
Products & Services
This company offers Financial Services, Retirement Planning, Investment Planning, Asset Protection, 401K Services, Tax Planning, and Estate Planning.
Alternate Business Names
  • Bay Harbor Wealth Management, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 100014166 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

Number of Employees: 
3

Bay Harbor Wealth Management

Bay Harbor Wealth Management

BBB ACCREDITATION SINCE 04/03/2012

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