Richard Baker (CRD# 3239108) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Milestone Asset Management | Pittsburgh, PA | Sep 2020 - Current | 3 |
| Brookstone Capital Management | Wheaton, IL | Feb 2008 - Current | 16 |
| Legacy Capital Planners | Rockville, MD | Jul 2006 - Current | 17 |
| Alphastar Capital Management, LLC | Cornelius, NC | Mar 2021 - Apr 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- MD
- TX
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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