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Craig Louis Pohl

Chesapeake Financial Advisors

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About Craig Louis Pohl

Craig Louis Pohl is an investment advisor representative registered with Chesapeake Financial Advisors. Craig is a registered investment advisor in Maryland and Texas. Craig has been in the industry since February 2014. Craig has a Series 65 license, which allows him to provide investment advice to individuals and businesses. Chesapeake Financial Advisors offers a range of services to individuals, businesses, and other entities. These services include financial planning, portfolio management, and investment advice.

Firm Information

Craig Pohl is currently registered with Chesapeake Financial Advisors. Chesapeake Financial Advisors is a fee-only Registered Investment Advisor based in Towson, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and retirement plans. Chesapeake Financial Advisors manages approximately $192 million in assets for its clients.
Chesapeake Financial Advisors

401 JEFFERSON AVENUE

TOWSON, MD 21286

$192.49M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Pohl’s Registration & Firm History

MD

10/27/2015 - Present

Chesapeake Financial Advisors (TOWSON MD)

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Licenses & Designations

IA

Issued 05/15/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Louis Pohl.
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