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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerby? Claim Your ProfileKerby Russell Baden is an Investment Advisor Representative with Acorn Financial Advisory Services, Inc. based in Bethesda, MD. Kerby has been in the industry since January 2018 and has a Series 65 license. Kerby also works as a full-time Senior Tax Accountant at Canto, Rausch, Deck & Co, PA. Acorn Financial Advisory Services, Inc. is a Registered Investment Advisor with a primary office in Reston, VA. The firm's approximate total assets under management are between $1 billion and $10 billion. Acorn Financial Advisory Services, Inc. provides investment advisory services to individuals, businesses, and pension plans. Kerby Russell Baden and Acorn Financial Advisory Services, Inc. act in the best interests of their clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of the total value of assets under management is charged.
A percentage of assets managed via a subadvisory arrangement
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2
MD
01/01/2025 - Present
Acorn Financial Advisory Services, Inc. (BETHESDA MD)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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