Bay Point Wealth

Bay Point Wealth (CRD# 123095) is a financial advisory firm headquartered in Annapolis, MD. They manage $537,473,918 in 1,031 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    537
    MILLION
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $521,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC, SC, VA

Financial Advisors at Bay Point Wealth
Showing 1 - 8 of 8 top financial advisors.
1
Kimberly Anderson
CRD#: 2860782
582 Bellerive Road, 4d, Annapolis, MD 21409

Kimberly Anderson (CRD# 2860782) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 24 years of experience in the finance industry. Kimberly Anderson 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.

2
Lyn A. Dippel
CRD#: 4429564
582 Bellerive Road, 4d, Annapolis, MD 21409

Lyn Dippel (CRD# 4429564) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 19 years of experience in the finance industry. Lyn Dippel 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.

3
John D. Ebinger
CRD#: 5378008
582 Bellerive Road, 4d, Annapolis, MD 21409

John Ebinger (CRD# 5378008) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 9 years of experience in the finance industry. John Ebinger 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.

4
William J. Hufnell
CRD#: 4627519
582 Bellerive Road, 4d, Annapolis, MD 21409

William Hufnell (CRD# 4627519) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell 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.

5
William J. Hufnell
CRD#: 6584640
582 Bellerive Road, 4d, Annapolis, MD 21409

William Hufnell (CRD# 6584640) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell 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.

6
Sarah A. Langenohl
CRD#: 6872768
582 Bellerive Road, 4d, Annapolis, MD 21409

Sarah Langenohl (CRD# 6872768) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 2 years of experience in the finance industry.

7
Samantha Sachs
CRD#: 5557523
582 Bellerive Road, 4d, Annapolis, MD 21409

Samantha Sachs (CRD# 5557523) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 4 years of experience in the finance industry.

8
Yvonne M. Scoggins
CRD#: 3183740
721 Melvin Avenue, Annapolis, MD 21401

Yvonne Scoggins (CRD# 3183740) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has over 21 years of experience in the finance industry.

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