Sheila Baker (CRD# 1597311) is an Investment Advisor Representative working at Lpl Financial LLC in Geneva, IL and has over 15 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Geneva, IL | Feb 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Geneva, IL | Sep 2023 - Feb 2024 | < 1 |
| Third Street Advisors, LLC | Geneva, IL | Jan 2003 - Jan 2024 | 21 |
| Sagepoint Financial, Inc. | Geneva, IL | Jul 2022 - Sep 2023 | 1 |
| Fsc Securities Corporation | Geneva, IL | Aug 2008 - Jul 2022 | 13 |
| Neader Insurance | Geneva, IL | Aug 2003 - Jan 2022 | 18 |
| Neaco Advisory, Inc. | Geneva, IL | Jan 2010 - Dec 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- IL
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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