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Celia Mann Baehr

Celia Mann Baehr, Cfp

Mobile, AL

CRD 1082994

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Employer firm

Celia Mann Baehr, Cfp CRD 172152

$44.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • RETIREMENT PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Celia Mann Baehr, Cfp

2866 Dauphin Street Suite R, Mobile, AL 36606 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2014-10-08
  • AL RA
    APPROVED
    Since 2014-10-08

Branch Locations

2866 Dauphin Street Suite R, Mobile, AL 36606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Mobile AL 07/1990 12/2016
Celia Mann Baehr, Cfp Mobile AL 09/2014 Present
Previous Registrations
Other Businesses

1. 12/02/2011: NO BUSINESS NAME - 5335 MAIN DR. NEW HOPE, AL 35760 - REAL ESTATE RENTAL - 1% OF TIME SPENT - ONE RENTAL UNIT, SINGLE FAMILY DWELLING, NO RENTERS ARE CUSTOMERS OR ADVISORS OF ANOTHER B/D OR RIA. 2. 08/05/2015 - MOBILE SYMPHONY - INV REL - 257 DAUPHIN ST. MOBILE, AL 36606 - NON-PROFIT BOARD MEMBER - START 01/03/2015 - 80 HOURS PER MONTH, 3 DURING TRADING - PRESIDENT AND CEO

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-02-10
  • S63 Uniform Securities Agent State Law Examination
    1983-02-10
Designations
  • Certified Financial Planner
Other Names
  • Celia Diane Mann
  • Celia Mann Beahr

View on SEC IAPD

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