Joshua Baker (CRD# 7661166) is an Investment Advisor Representative working at Wynn Capital in Augusta, GA and has 1 year of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wynn Capital LLC | Augusta, GA | Nov 2022 - Current | 1 |
Wynn Capital LLC | Augusta, GA | Aug 2022 - Current | 1 |
Serotta Maddocks Evans & Company, Cpas | Augusta, GA | Aug 2020 - Jul 2022 | 1 |
Deloitte Tax LLP | Atlanta, GA | Jan 2019 - Jul 2020 | 1 |
Student | Martinez, GA | May 2010 - Dec 2018 | 8 |
Dixon Hughes Goodman LLP | Fort Worth, TX | Jun 2018 - Jul 2018 | < 1 |
Cherry Bekaert LLP | Augusta, GA | Jun 2017 - Aug 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- GA
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts686ACCOUNTS
-
Average Account Value$292,074
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
GA, SC, TX
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