David Baker (CRD# 4119803) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
93 Financial Group, LLC | Woburn, MA | Mar 2018 - Current | 6 |
Raymond James Financial Services, Inc. | Chelmsford, MA | Aug 2016 - Mar 2018 | 1 |
Raymond James Financial Services Advisors, Inc. | Chelmsford, MA | Aug 2016 - Mar 2018 | 1 |
Metro Financial Services | Chelmsford, MA | Aug 2016 - Mar 2018 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Inc. | Lincoln, RI | Nov 2014 - Aug 2016 | 1 |
Voya Financial Advisors, Inc. | Braintree, MA | Aug 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- MA
-
Total Assets Under Management639MILLIONS
-
Total Number of Accounts2,397ACCOUNTS
-
Average Account Value$266,535
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, ME, NC, NH, PA, RI, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.