Marvin BakerCRD 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 26 years of experience in the finance industry.
Cw Does Business Under The Dba The O'donnell Group
Securities America Advisors, Inc.
Valic Financial Advisors, Inc.
|Mutual Securities, Inc.||Paradise, CA||Jun 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management777MILLIONS
Total Number of Accounts2,411ACCOUNTS
Average Account Value$322,250
- 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)
AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WY