Lois Baker, financial advisor York PA

Lois Baker

CRD Number: 4553060
Current Firm: Primerica Advisors

Lois Baker (CRD# 4553060) is an Investment Advisor Representative working at Primerica Advisors in York, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. York, PA Jun 2002 - Current 21
Primerica Financial Services York, PA Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Lois V. Baker
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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