Caleb Baker (CRD# 7493775) is an Investment Advisor Representative working at Eagle Strategies LLC in Bryan, TX and has 1 year of experience in the finance industry.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Bryan, TX | Sep 2023 - Current | < 1 |
| Nylife Securities LLC | Austin, TX | Jul 2022 - Current | 1 |
| New York Life Insurance Company | Austin, TX | Jan 2022 - Current | 2 |
| New York Life Insurance Company | Bryan, TX | Aug 2021 - Jan 2022 | < 1 |
| Sam Houston State University | Huntsville, TX | May 2017 - Dec 2021 | 4 |
| Blinn College | Bryan, TX | May 2015 - May 2017 | 2 |
| Mclane Company LLC | Caldwell, TX | May 2014 - Aug 2015 | 1 |
| A&m Consolidated High School | College Station, TX | May 2014 - May 2015 | 1 |
| Caldwell High School | Caldwell, TX | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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