Bart Kaplow (CRD# 264208) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Phoenixville, PA and has over 44 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial West Group | Westlake Village , CA | Jun 2003 - Current | 20 |
| United Life & Accident Ins Company | Concord, NH | Jul 1973 - Current | 50 |
| Capital Planning Corporation | Philadelphia, PA | Jul 1969 - Current | 54 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1979 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- PA
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Total Assets Under Management163MILLIONS
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Total Number of Accounts830ACCOUNTS
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Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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