Baker Wealth Advisors, LLC

Baker Wealth Advisors, LLC (CRD# 311041) is a financial advisory firm headquartered in , . They manage $3,000,783 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $30,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Baker Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shannon Baker, financial advisor Johns Island SC
Shannon L. Baker
CRD#: 3252960
Johns Island, SC

Shannon Baker (CRD# 3252960) is an Investment Advisor Representative working at Baker Wealth Advisors, LLC in Johns Island, SC and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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