Thomas Baker (CRD# 1552506) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Oak Capital LLC | Menlo Park, CA | Apr 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- CA
- TX
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$1,113,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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