Andrew Baker, financial advisor San Diego CA

Andrew Baker

CRD Number: 6207565
Current Firm: Sovran Advisors, LLC

Andrew Baker (CRD# 6207565) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Feb 2024 - Current < 1
Sovran Advisors Llc - Crd 329415 San Diego, CA Feb 2024 - Current < 1
Sd40 LLC San Diego, CA Dec 2023 - Current < 1
Bakerstayz Los Angeles, CA Sep 2023 - Current < 1
Solana Beach Group LLC San Diego, CA Feb 2023 - Current 1
Baker Gaines Enterprises San Diego, CA Jan 2022 - Current 2
Baker Gaines Fp Inc (the Dba Is Financial Haus) San Diego, CA Jan 2021 - Current 3
Baker Stayz San Diego, CA Nov 2019 - Current 4
Baker Enterprises San Diego, CA Jun 2018 - Current 5
Massmutual Life Insurance Company San Diego, CA Aug 2022 - Feb 2024 1
Mml Investors Services, LLC San Diego, CA Aug 2022 - Feb 2024 1
Minnesota Life San Diego, CA Mar 2018 - Aug 2022 4
North Star Resource Group San Diego, CA Mar 2018 - Aug 2022 4
Securian Financial Services Inc. San Diego, CA Mar 2018 - Aug 2022 4
Foresters Advisory Services LLC San Diego, CA Feb 2016 - Mar 2018 2
Foresters Financial Services San Diego, CA Feb 2014 - Mar 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Andrew P. Baker
Phone Number: 619-281-9890
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    842
    MILLIONS
  • Total Number of Accounts
    3,480
    ACCOUNTS
  • Average Account Value
    $241,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

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