Brian Baker (CRD# 2702421) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hinton, OK and has over 28 years of experience in the finance industry. Brian Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6010722
Edward Jones
CRD# 6337232
Edward Jones
CRD# 6586617
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Edmond, OK | Jun 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Edmond, OK | Jun 2021 - Current | 2 |
| Concurrent Advisors | Edmond, OK | Jun 2021 - Mar 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Oklahoma City, OK | Nov 2016 - Jun 2021 | 4 |
| Wells Fargo Advisors LLC | Oklahoma City, OK | Feb 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- OK
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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