John Baka (CRD# 2506402) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Aurora, IL and has over 23 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Aurora, IL | Jun 2017 - Current | 6 |
| Vp Distributors LLC | Aurora, IL | Jun 2017 - Current | 6 |
| Ridgeworth Distributors LLC | Atlanta, GA | Mar 2011 - Jun 2017 | 6 |
| Ridgeworth Capital Management, Inc. | Atlanta, GA | Mar 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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