William BakerCRD Number: 10976
Current Firm: Winfield Associates Inc.
William Baker (CRD# 10976) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 35 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Winfield Associates Inc.||Cleveland, OH||Oct 1997 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
Total Assets Under Management369MILLIONS
Total Number of Accounts618ACCOUNTS
Average Account Value$597,070
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MD, MO, NY, OH, OR, PA, TX, VA, WA
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