Andrew Baker, financial advisor Dedham MA
93 score

Andrew Baker

CRD Number: 5306427
Current Firm: Citizens Securities, Inc.

Andrew Baker (CRD# 5306427) is an Investment Advisor Representative working at Citizens Securities, Inc. in Dedham, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Dedham, MA Feb 2012 - Current 4
Sun Life Financial Boston, MA Mar 2007 - Jan 2012 4
Sun Life Financial Distributors Boston, MA Mar 2007 - Jan 2012 4
Super Discount Liquors Stoughton, MA Sep 1999 - Mar 2007 7
Veolia Es Technical Solutions, LLC Stoughton, MA Apr 2004 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Andrew J. Baker
Phone Number: 1-800-942-8300
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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