Celia BaehrCRD Number: 1082994
Current Firm: Celia Mann Baehr, Cfp
Celia Baehr (CRD# 1082994) is an Investment Advisor Representative working at Celia Mann Baehr, Cfp in Mobile, AL and has over 34 years of experience in the finance industry. Celia Baehr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
Cornerstone Investment Management And Consulting,llc
|Celia Mann Baehr, Cfp||Mobile, AL||Sep 2014 - Current||2|
|Lpl Financial LLC||Mobile, AL||Jul 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
Total Assets Under Management24MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$303,797
- 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
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