Sara Baker, financial advisor Peoria AZ

Sara Baker

CRD Number: 2808925
Current Firm: Pfg Advisors

Sara Baker (CRD# 2808925) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Phoenix, AZ Oct 2017 - Current 6
Pfg Advisors Phoenix, AZ Mar 2015 - Current 9
Lpl Financial LLC San Diego, CA Jan 2009 - Oct 2017 8
Deer Valley Credit Union Phoenix, AZ Jan 2009 - Oct 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Sara L. Baker
Phone Number: (800) 405-8850
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    9,045
    ACCOUNTS
  • Average Account Value
    $202,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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