Andrew Baker, financial advisor Naples FL

Andrew Baker

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Andrew C. Baker
Phone Number: 407-656-2252
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    571
    MILLIONS
  • Total Number of Accounts
    1,876
    ACCOUNTS
  • Average Account Value
    $304,392
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MO, NC, NJ, OH, PA, SC, TX, VA

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