EB
EB
Edward Baehrend
39 Years of Experience
Oak Park, IL
1 DisclosureBroker
Edward Baehrend is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oak Park, IL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1106 A West Chicago Ave, Oak Park, IL, 60302
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Regulatory History (1)
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Customer Dispute
June 2000Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Raymond James Financial Services
May 2005 - January 2009 · 3 yrs 8 mos
RBC Dain Rauscher INC.Broker
March 2002 - April 2002 · 1 mo
Tucker Anthony IncorporatedBroker
May 1997 - March 2002 · 4 yrs 10 mos
Bear, Stearns & CO. INC.Broker
February 1993 - April 1997 · 4 yrs 2 mos
Lehman Brothers INC.Broker
January 1991 - February 1993 · 2 yrs 1 mo
Oppenheimer & CO., INC.Broker
March 1989 - February 1991 · 1 yr 11 mos
Drexel Burnham Lambert IncorporatedBroker
November 1986 - March 1989 · 2 yrs 4 mos
State Registrations30 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.