Andrew BakerCRD Number: 5753450
Current Firm: Summit Wealth Partners, LLC
Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 11 years of experience in the finance industry. Andrew 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.
Charles Schwab & Company, Inc.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Summit Wealth Partners, LLC||Orlando, FL||Nov 2018 - Current||2|
|Acb Advisory Group Llc Dba Collegiate Funding Strategists||Bonita Springs, FL||May 2016 - Current||5|
|Edison Ave||Bonita Springs, FL||Aug 2015 - Current||5|
|Pelican Wealth Advisors LLC||Bonita Springs, FL||Nov 2017 - Nov 2018||1|
|Mass Mutual||Fort Myers, FL||Jan 2016 - Nov 2017||1|
|Pelican Wealth Advisors, LLC||Bonita Springs, FL||Oct 2015 - Dec 2015||< 1|
|Pelican Financial Group, Inc.||Bonita Springs, FL||Oct 2015 - Dec 2015||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Aug 2013 - Jul 2015||1|
|Omni Financial||Fort Meyers, FL||Aug 2013 - Jul 2015||1|
|Global Financial Private Capital||Sarasota, FL||Feb 2013 - Aug 2013||< 1|
|Mml Investors Services, LLC||Bonita Springs, FL||Feb 2010 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management571MILLIONS
Total Number of Accounts1,876ACCOUNTS
Average Account Value$304,392
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.