Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Quarryville, PA
Credentials
Series 63, Series 65
Industry experience
35 years
David Babcock is a financial advisor with Equitable Advisors in Quarryville, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he holds a power of attorney for his parents, allowing him to make decisions on their behalf, though it is not currently in use. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Quarryville, PA
Pennsylvania
Equitable Advisors
1999 - Present (27 years)
AXA Advisors, LLC
1999 - 2020 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
Jeremy Stahl is a financial advisor with Stahl Wealth Management, LLC in Lancaster, PA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Prior to founding his independent firm, he worked at Dimensional Wealth Advisors, LLC, Fma Advisory Inc, Wheatland Advisors, Inc, and BB&T Bank. Stahl Wealth Management provides discretionary portfolio management and financial planning services to individual clients, charitable organizations, and corporate/business clients. The firm emphasizes objective-driven management through tailored model portfolios and employs both fundamental and technical strategies, including option strategies when appropriate.
Series 63, Series 65
Lancaster, PA
Cool Creek Financial
Steven Maher is a financial advisor at Cool Creek Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Domani Wealth, EHD Advisory Services, Global Retirement Partners, and LPL Financial. Cool Creek Financial is an independent, fee-only investment adviser serving individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm provides customized wealth management, retirement plan consulting, and develops client-specific investment policies using a combination of passive and active strategies.
Series 66
Lancaster, PA
Carriage Hill Investment Associates LLC
Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.
CFP®, Series 66
Lancaster, PA
FIDENT Financial, LLC
Jeremy Walter is a CFP® professional with 18 years of industry experience. He has worked at Dominion Advisory, LLC and Securities America Advisors, Inc. before founding FIDENT Financial, LLC, where he is the sole advisor. FIDENT Financial is an independent, fee-only firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, and offers a distinctive pension consulting program along with participant-focused microplanning services.
Series 65
Lancaster, PA
Strubel Investment Management, LLC
Ben Strubel is the principal of Strubel Investment Management, LLC, an independent firm based in Lancaster, PA. He holds a Series 65 designation and has 16 years of industry experience, having founded and led his firm since 2009. Outside of his advisory work, he owns Stmt.ai, a financial data subscription software service focused on software development. Strubel Investment Management is a fee-only registered investment adviser serving individual investors, charitable organizations, corporate clients, and a limited number of 401(k) plans. The firm employs a discretionary portfolio management approach using a combination of low-cost index ETFs, fixed income, REITs, and a concentrated individual-stock sleeve, with asset allocations tailored to client risk tolerance and preferences.
Series 63, Series 65
Lancaster, PA
Adare Asset Management, LLC
Timothy Deery is a financial advisor at Adare Asset Management, LLC in Lancaster, PA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Adare Asset Management since 2009. Adare Asset Management provides discretionary and non-discretionary investment management to individual and institutional clients, including trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and corporate and insurance clients. The firm employs a conservative investment approach emphasizing companies with sustainable earnings and reliable dividends, along with a fixed-income strategy focused on highly rated bonds, and offers specialized financial-services portfolios and third-party adviser referrals.
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