Gordon Baker, financial advisor Greenwood Village CO
93 score

Gordon Baker

CRD Number: 5540339
Current Firm: Transamerica Financial Advisors, Inc.

Gordon Baker (CRD# 5540339) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Greenwood Village, CO Jan 2012 - Current 4
Triangle B. Holdings, LLC Castls Rock, CO Jan 2009 - Current 7
World Financial Group Greenwood Village, CO Feb 2008 - Current 8
Onplan Solutions Vancouver, WA Nov 2011 - Oct 2015 3
Five Points Partners, LLC Atlanta, GA Oct 2010 - Mar 2012 1
Investment Advisors International Greenwood Village, CO Feb 2009 - Jan 2012 2
World Group Securities, Inc. Greenwood Village, CO May 2008 - Jan 2012 3
Onplan Solutions Vancouver, WA Sep 2007 - Dec 2008 1
Innergy Lending Greenwood Village, CO Apr 2008 - Jun 2008 < 1
Turnkey Solutions Denver, CO Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Gordon R. Baker
Phone Number: 727-299-1800
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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

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