Marie BakerCRD Number: 6218379
Current Firm: Raymond James Financial Services Advisors, Inc.
Marie Baker (CRD# 6218379) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Durham, NC and has over 9 years of experience in the finance industry. Marie Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Raymond James Financial Services, Inc.||Durham, NC||Jun 2022 - Current||1|
|Raymond James Financial Services Advisors, Inc.||Durham, NC||Jun 2022 - Current||1|
|Baker Wealth Advisors, LLC||Durham, NC||Jun 2022 - Current||1|
|Edward Jones||St Louis, MO||Jul 2013 - Jun 2022||8|
|The Medical Foundation Of North Carolina, Inc.||Chapel Hill, NC||Jan 2011 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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