Lee BakerCRD Number: 2310397
Current Firm: Apex Financial Services, Inc.
Lee Baker (CRD# 2310397) is an Investment Advisor Representative working at Apex Financial Services, Inc. in Atlanta, GA and has over 29 years of experience in the finance industry. Lee Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Wellstone Securities, LLC||Cumming, GA||Oct 2005 - Current||16|
|Apex||Stone Mountain, GA||Jan 1998 - Current||24|
|Lindaman Insurance||Decatur, GA||Apr 1986 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management29MILLIONS
Total Number of Accounts132ACCOUNTS
Average Account Value$222,285
- 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
- Educational seminars/workshops
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