| Advisor Profile |
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| Name: |
John Bahr |
| Phone Number: |
(919) 246-5811 |
| Website: |
Visit Website
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Business Description |
| John K. Bahr's team at Raymond James & Associates provides financial planning solutions for four distinct groups of clients. We advise young families who are in the accumulation and college planning stages on the basics of a sound financial plan. We have a great deal of experience helping those over age 50 with issues relating to pre-retirement planning, post-retirement issues, and estate planning.We work with nonprofits and their boards on planned giving education and drafting investment policy statements for their endowments and we help small business owners to customize appropriate retirement and estate plans for their businesses. |
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General Information |
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| Years of Experience in Financial Services: |
15
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Education |
| Academic Background |
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BA University of Delaware
Investment Management Consultant |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 6, Wealth Management Specialist
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| 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 |
| Most Recent Update: |
07/01/2008 |
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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How many years of experience do you have? |
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Do you provide a free initial consultation? |
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