Steven Baker, financial advisor Jonesboro AR
93 score

Steven Baker

CRD Number: 1037694
Current Firm: Investment Professionals, Inc.

Steven Baker (CRD# 1037694) is an Investment Advisor Representative working at Investment Professionals, Inc. in Jonesboro, AR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX Oct 2014 - Current 2
Pfic Securities, Inc. Jonesboro, AR Oct 2003 - Current 13
Midsouth Bank Jonesboro, AR May 1997 - Current 19
Invest Financial Corporation Tampa, FL Apr 2007 - Sep 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Steven L. Baker
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, 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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