Baker Livingston, financial advisor New Orleans LA

Baker Livingston

CRD Number: 7289630
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baker Livingston (CRD# 7289630) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans, LA Aug 2020 - Current 3
State Farm San Marcos, TX Apr 2017 - Jul 2020 3
Texas State University San Marcos, TX Aug 2016 - May 2020 3
State Farm Pleasanton, TX Mar 2016 - Dec 2017 1
Full-time Education Pleasanton And San Marcos, TX Aug 2003 - Aug 2016 13
Chipotle San Antonio, TX Apr 2015 - Sep 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Baker W. Livingston
Phone Number: 800-637-7455
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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