Kristen
Haley
Bfc Planning, Inc
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About this Advisor
Kristen Haley is a financial advisor based in Conshohocken, Pennsylvania, working with Bfc Planning, Inc. Kristen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Kristen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Kristen is part of Bfc Planning, Inc, which operates out of Conshohocken, Pennsylvania. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kristen Haley Work History
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Disclosures
Please visit the SEC profile of Kristen Haley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
