Barbara K. Binder

BKB FINANCIAL ADVISORS

MENLO PARK, CA

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CRD#: 4773185

Professional summary

Barbara Krimsky Binder, CFP®, who also goes by Barbara Ellen Krimsky, is a registered financial advisor currently at BKB FINANCIAL ADVISORS, LLC located in Menlo Park, California.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Barbara has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barbara Ellen Krimsky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Krimsky Binder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 15, 2004 - Present

BKB FINANCIAL ADVISORS, LLC

RIA

CRD#: 130733

MENLO PARK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/15/2004)

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Exams

Current Firm

BKB FINANCIAL ADVISORS, LLC

CRD#: 130733 / SEC#:

California

Registered Investment Advisory firm - (4/15/2004 Approved)

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Contact information

Main Address

Menlo Park, CA

Mailing Address

Phone number

(650) 799-4087

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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