Alfred Baker, financial advisor Heathrow FL

Alfred Baker

CRD Number: 1035089
Current Firm: Concourse Financial Group Advisors

Alfred Baker (CRD# 1035089) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 40 years of experience in the finance industry. Alfred Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
(dba) Solutions Group Wealth Heathrow, FL Feb 2022 - Current 2
Concourse Financial Group Securities Inc. Heathrow, FL Apr 2016 - Current 7
Security Financial Management Orlando, FL Apr 2016 - Jan 2022 5
Sws Financial Services Winter Parek, FL Dec 1998 - Mar 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Alfred J. Baker
Phone Number: 800-288-3035
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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