Lee Baker, financial advisor Atlanta GA

Lee Baker

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Lee A. Baker
Phone Number: 770-934-8686
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $222,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

GA

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