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.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
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 |
- CA
- SC
- TX
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$668,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NC, SC, TX
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