![Rory Baker, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
Rory Baker (CRD# 7546633) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Traverse City, MI and has 1 year of experience in the finance industry.
![Steven Adams, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 5992425
Stonepath Wealth Management
![Mark Aigner, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 2645924
Saxony Capital Management, LLC
![Michael Albrecht, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services, Inc. | Traverse City, MI | Feb 2023 - Current | 1 |
Bankers Life Securities, Inc. | Traverse City, MI | May 2022 - Current | 2 |
Bankers Life & Casualty, Inc. | Traverse City, MI | Dec 2020 - Current | 3 |
Rory Baker | Interlochen, MI | Dec 2019 - Dec 2020 | 1 |
Interlochen Center For The Arts | Interlochen, MI | Aug 2005 - Dec 2019 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MI
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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