Marvin Baker, financial advisor Paradise CA
93 score

Marvin Baker

CRD Number: 1842157
Current Firm: Mutual Advisors, LLC

Marvin Baker (CRD# 1842157) is an Investment Advisor Representative working at Mutual Advisors, LLC in Paradise, CA and has over 25 years of experience in the finance industry.

Similar Advisors
Ryan O'donnell, financial advisor Paradise CA
Ryan T. O'donnell
CRD# 4950283
Chico Wealth Ria, Inc.
Score
103
Similar Advisors
Robert Anderson, financial advisor Paradise CA
Robert B. Anderson
CRD# 1084751
Securities America Advisors, Inc.
Score
96
Similar Advisors
Kathleen Carpenter, financial advisor Paradise CA
Kathleen M. Carpenter
CRD# 2204356
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Mutual Securities, Inc. Paradise, CA Jun 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Marvin H. Baker
Phone Number: 307-439-6357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $354,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, NC, NE, NH, NJ, NV, OR, PA, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Marvin Baker and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.