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).
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Total Assets Under Management537MILLION
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Total Number of Accounts1,031ACCOUNTS
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Average Account Value$521,313
- 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
FL, MD, NC, SC, VA
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.
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.
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.
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.
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.
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.
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.
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.