Joseph Baker, financial advisor Mount Pleasant SC

Joseph Baker

CRD Number: 2837061
Current Firm: Baker Asset Management, LLC

Joseph Baker (CRD# 2837061) is an Investment Advisor Representative working at Baker Asset Management, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry. Joseph 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
Baker Asset Management, LLC Mount Pleasant, SC Aug 2017 - Current 6
None Mount Pleasant, SC Jul 2017 - Aug 2017 < 1
Visionquest Wealth Management, LLC Raleigh, NC Feb 2017 - Jul 2017 < 1
Wealth Management, LLC Norfolk, NE Oct 2009 - Jul 2017 7
Alcus Financial Group, LLC Mt. Pleasant, SC Jan 2004 - Feb 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Joseph M. Baker
Phone Number: 843-259-8792
Registered State(s):
  • CA
  • SC
  • TX
Current Firm Details
Baker Asset Management, LLC
Firm's CRD Number: 289524
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $668,237
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
  • Pension consulting services
Types of Clients
Registered States

CA, NC, SC, TX

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