David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
CRD# 1269596
Spc
CRD# 4837731
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5387389
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Center Valley, PA | Jul 2011 - Current | 12 |
| Lpl Financial LLC | Center Valley, PA | May 2007 - Current | 17 |
| Capital Planning Services Corp. | Center Valley, PA | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.