Kerby BadenCRD Number: 6744101
Current Firm: Acorn Financial Advisory Services, Inc.
Kerby Baden (CRD# 6744101) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Acorn Financial Advisory Services, Inc.||Bethesda, MD||Jan 2018 - Current||5|
|Canto, Rausch, Deck & Co, Pa||Bethesda, MD||Aug 2014 - Current||8|
|Na||Baltimore, MD||Jan 2014 - Aug 2014||< 1|
|Invotex Inc.||Baltimore, MD||Nov 2003 - Jan 2014||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management1,037MILLIONS
Total Number of Accounts4,249ACCOUNTS
Average Account Value$244,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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