Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bahnick is a financial advisor registered with Capital Planning Wealth Management and Private Advisor Group, LLC. David has been in the financial services industry since 1983, working with clients in Pennsylvania and Florida. David is also a Chartered Financial Consultant (ChFC®).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Set rates for specific services, regardless of time or assets managed.
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2
PA
01/11/2008 - Present
Capital Planning Wealth Management (CENTER VALLEY PA)
PA
01/16/1990 - 05/03/2007
VALLEY NATIONAL INVESTMENTS, INC. (CENTER VALLEY PA)
AZ
11/19/1989 - 01/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/13/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/20/1983 - 01/23/1988
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 01/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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