David Baker, financial advisor Leawood KS
93 score

David Baker

CRD Number: 2992141
Current Firm: Legacy Investment Partners, LLC

David Baker (CRD# 2992141) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Investment Management, LLC Leawood, KS Aug 2007 - Current 9
Legacy Investment Partners LLC Leawood, KS Oct 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for David L. Baker
Phone Number: 913-696-1550
Firm Website: https://www.legacyip.com
Registered State(s):
  • KS
  • MO
  • NC
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $259,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO, NC, TX, WA

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

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