Joel Baker (CRD# 1121345) is an Investment Advisor Representative working at The J R Baker Group in Buellton, CA and has over 39 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 2417829
Wealthcare Advisory Partners LLC
CRD# 5538246
Benedetti Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ffr Financial & Insurance Services, Llc/j.r. Baker Group | Buellton, CA | Aug 1996 - Current | 27 |
| Mutual Securities, Inc. | Camarillo, CA | May 2013 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management33MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$331,252
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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