Dan BaerCRD Number: 4556250
Current Firm: Hbks Wealth Advisors
Dan Baer (CRD# 4556250) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 17 years of experience in the finance industry.
Riverglades Family Offices, LLC
Campbell Financial Partners, LLC
Independent Financial Partners
|Park Shore Partners LLC||Naples, FL||Jan 2008 - Current||10|
|Hbk Sorce Advisory, LLC||Naples, FL||Jun 2000 - Current||18|
|Hill Barth & King Realties, LLC||Youngstown, OH||Nov 1987 - Current||30|
|Hill Barth & King LLC||Naples, FL||Oct 1985 - Current||32|
|Hill Barth & King LLC||Naples, FL||Oct 1985 - Sep 2011||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management2,602MILLIONS
Total Number of Accounts9,450ACCOUNTS
Average Account Value$275,389
- 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)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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