| Advisor Profile |
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| Name: |
John Bahr |
| Phone Number: |
(919) 246-5811 |
| Website: |
Visit Website
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Business Description |
The Bahr Advisory Group helps families and businesses successfully plan to:
1)Preserve assets
2)Maintain your current lifestyle
3)Maintain your current lifestyle through retirement
4)Minimize taxes
5)Have all of your financial affairs overseen and coordinated with a team approach
We help select clients throughout the Carolinas create a recovery plan in this economic downturn through a unique financial planning process that includes proper portfolio allocation and integrated customized management.
We are looking for long-term relationships with families and individuals that we help to achieve their life goals as opposed to selling an investment product. |
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General Information |
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| Name of Broker/Dealer: |
Raymond James & Associates, Inc.
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| Name of Custodial Firm: |
Raymond James & Associates, Inc.
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| States Licensed in: |
PA,MD,CA,VA,NC,SC,FL,NV,
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| States Willing to do Business in: |
PA,MD,CA,VA,NC,SC,FL,NV,
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| Years of Experience in Financial Services: |
16
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| Number of Years with Current Firm: |
3+
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| Work Experience: |
Dean Witter Reynolds, Inc.
Charles Schwab Private Client Group
Raymond James Private Client
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| I work with the following types of clients: |
Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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BA University of Delaware
Investment Management Consultant
Wealth Management Specialist |
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Services |
| Investment Types: |
International Investments, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below)
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| Securities Licenses: |
Series 31, Series 7, Series 8, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Disability, Variable Annuity, Long Term Care, Variable Life, Annuity
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| Financial Organization Memberships: |
Paladin Registry
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| Non-Financial Organization Memberships: |
President of Triangle Professionals
Durham Chamber of Commerce
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| I work with clients as part of a team: |
Yes
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| Assets Managed by Firm: |
Yes
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| Advisor's Number of Clients: |
95
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| Assets Managed by Advisor: |
$45,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Fee % Based on Assets: |
1ï1405162243=First Vice President - Investments, WMS
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| Additional Details on Charges: |
Wealth accumulation ? the building of a solid, diversified financial foundation from which to expand over time. During this phase, allocation of money for a home, investments, life insurance and educational expenses is coordinated with tax planning strategies to ensure that current and future income is utilized effectively.
Wealth conservation ? the inclusion of a variety of investment strategies and further diversification, designed to preserve and grow assets to help ensure adequate funds for current living expenses and future retirement needs.
Wealth distribution ? the proper allocation of assets to heirs. Good estate planning should provide for the orderly transfer of assets while avoiding unnecessary tax burdens.
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| Prepared By: |
John Bahr |
Frequently Asked Questions |
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What is your approach to financial planning? |
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In addition to the complexities and changing priorities that occur over a lifetime, a financial plan also is affected by fluctuating economic conditions, taxes and inheritance laws. We have the expertise to thoughtfully design a plan with your circumstances in mind, helping you develop a long-term financial strategy for your individual needs.
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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How do you charge for your services? |
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Do you provide a free initial consultation? |
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How many years of experience do you have? |
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Do you provide a free initial consultation? |
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| Q. |
How many years of experience do you have? |
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Do you provide a free initial consultation? |
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