Evan Baker (CRD# 7259578) is an Investment Advisor Representative working at Lpl Financial LLC in Owosso, MI and has over 2 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5616108
J.p. Morgan Securities LLC
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Owosso, MI | May 2021 - Current | 3 |
| Mowinski Financial | Owosso, MI | Jun 2020 - Current | 3 |
| Mo Mortgage Group | Owosso, MI | Jun 2020 - Current | 3 |
| Central Michigan University | Mt. Pleasant, MI | Aug 2019 - May 2021 | 1 |
| Rics Foodcenter | Mt. Pleasant, MI | Aug 2016 - Aug 2020 | 4 |
| Mid Michigan College | Mt. Pleasant, MI | Aug 2016 - May 2019 | 2 |
| Greenscene Landscaping | Mt. Pleasant, MI | Jun 2015 - Jul 2016 | 1 |
| Mt. Pleasant Public Schools | Mt. Pleasant, MI | Jan 2010 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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