Brandon Baker (CRD# 6892520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 6 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Anchorage, AK | May 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage, AK | Dec 2017 - Current | 6 |
| Arctic Alaska Diving Club, Inc. | Anchorage, AK | Jan 2016 - Current | 8 |
| Anchorage School District | Anchorage, AK | Aug 2009 - Current | 14 |
| Marsh & Mclennan Agency | Anchorage, AK | Mar 2015 - Dec 2017 | 2 |
| Klondike Advertising, Inc. | Anchorage, AK | Aug 2014 - Jan 2015 | < 1 |
| Alaska Club, Inc. | Anchorage, AK | Jul 2014 - Sep 2014 | < 1 |
| Outback Steakhouse | Anchorage, AK | Nov 2010 - Aug 2014 | 3 |
| Bill's Distributing | Anchorage, AK | May 2014 - Jun 2014 | < 1 |
| University Of Alaska: Anchorage | Anchorage, AK | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- AK
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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