Nicholas Baker (CRD# 6495142) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houston, TX and has over 8 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Houston, TX | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Total Nutrition | Houston, TX | May 2022 - Current | 1 |
Img Financial Group | Houston, TX | Apr 2016 - Current | 8 |
Securian Financial Services Inc. | St Paul, MN | Apr 2016 - Aug 2023 | 7 |
Minnesota Life Insurance Company | St Paul, MN | Apr 2016 - Aug 2023 | 7 |
Foresters Financial Services | Houston, TX | Nov 2015 - Feb 2016 | < 1 |
First Investors Corporation | Houston, TX | May 2015 - Nov 2015 | < 1 |
Texax A & M University | College Station, TX | Aug 2010 - Jun 2015 | 4 |
Uber | College Station, TX | Apr 2015 - May 2015 | < 1 |
Sam Houston State University Basketball Team | Huntsville, TX | Nov 2014 - May 2015 | < 1 |
Uil Basketball Referee | College Station, TX | Dec 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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