David Baker, financial advisor Boston MA

David Baker

CRD Number: 2549952
Current Firm: Wealth Enhancement Advisory Services, LLC

David Baker (CRD# 2549952) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Boston, MA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MA Apr 2021 - Current 2
Wealth Enhancement Advisory Services Plymouth, MN Apr 2021 - Current 2
North American Management Corp Boston, MA Nov 2001 - Apr 2021 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Contact Info for David H. Baker
Phone Number: 763-417-1700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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