Lucas BakerCRD Number: 7115456
Current Firm: Goldman Sachs Personal Financial Management
Lucas Baker (CRD# 7115456) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Irving, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|United Capital||Newport Beach, CA||Jan 2021 - Current||1|
|Unemployed||Neoga, IL||May 2020 - Jan 2021||< 1|
|Southeastern University||Lakeland, FL||Aug 2018 - May 2020||1|
|Parkland College||Champaign, IL||Aug 2016 - Jun 2018||1|
|Neoga High School||Neoga, IL||Aug 2004 - Jun 2016||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management17,421MILLIONS
Total Number of Accounts75,551ACCOUNTS
Average Account Value$230,582
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- 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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