David BakerCRD Number: 2992141
Current Firm: Legacy Investment Partners, LLC
David Baker (CRD# 2992141) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 24 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Legacy Investment Management, LLC||Leawood, KS||Aug 2007 - Current||15|
|Legacy Investment Partners LLC||Leawood, KS||Oct 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management195MILLIONS
Total Number of Accounts367ACCOUNTS
Average Account Value$530,337
- 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
- Selection of other advisers (including private fund managers)
KS, MO, NC, TX, WA
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