David Bahnick
David Bahnick is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Center Valley, PA, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
4505 Saucon Creek Rd., Suite 100, Center Valley, PA, 18034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several business activities, including insurance sales through Capital Planning Services, The Equinox Agency, LTCi Partners, and One Resource Group. He also dedicates time to real estate investments and serves on the board of a youth sports program and a food pantry.
Employment History
Current Registrations
Private Advisor Group, LLC
Capital Planning Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Valley National Advisers INC
Valley National Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations19 states
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