Michael BakerCRD Number: 5882004
Current Firm: Planners Alliance
Michael Baker (CRD# 5882004) is an Investment Advisor Representative working at Planners Alliance in Fort Mill, SC and has over 7 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Planners Alliance LLC||Holland, MI||Feb 2018 - Current||< 1|
|Alphastar Capital Management||Cornelius, NC||Apr 2013 - Feb 2018||4|
|Bts Asset Management||Lexington, MA||Mar 2012 - Mar 2013||1|
|Family Legacy Wealth Management, LLC||Charlotte, NC||Jan 2011 - Mar 2013||2|
|Family Legacy Group, Inc.||Charlotte, NC||Jun 2009 - Mar 2013||3|
|Michael H. Baker||Rock Hill, SC||Jan 2000 - Jan 2011||11|
|Audio To Go||Charlotte, NC||Apr 2009 - Dec 2009||< 1|
|Iaic||Charlotte, NC||Sep 2008 - May 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, ID, IL, IN, MD, MI, MT, NC, OH, OR, SC, TX, UT, WA
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