Kayanne Baker (CRD# 5038439) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prescott, AZ and has over 14 years of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2020 - Current | 3 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Oct 2020 - Current | 3 |
| Schott Financial Management | Prescott, AZ | May 2020 - Current | 3 |
| Geneos Wealth Management | Prescott, AZ | Oct 2006 - Oct 2020 | 14 |
| Tomlinson Wealth Management | Prescott, AZ | Aug 2005 - May 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- AZ
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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