Sarah BakerCRD Number: 4862512
Current Firm: Mason Investment Advisory Services Inc.
Sarah Baker (CRD# 4862512) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 18 years of experience in the finance industry. Sarah Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Mason Investment Advisory Services, Inc.||Reston, VA||Apr 2021 - Current||2|
|Sullivan, Bruyette, Speros & Blayney, LLC||Mclean, VA||Oct 2017 - Apr 2021||3|
|Ronald Blue & Company||Charlotte, NC||Jul 2006 - Sep 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management10,094MILLIONS
Total Number of Accounts827ACCOUNTS
Average Account Value$12,206,138
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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