Lewis Baker (CRD# 2543651) is an Investment Advisor Representative working at Rock Creek Wealth Planners And Advisors LLC in Silver Spring, MD and has over 29 years of experience in the finance industry. Lewis 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rock Creek Wealth Planners And Advisors, LLC | Silver Springs, MD | Mar 2019 - Current | 5 |
| Lewis Baker, Sole Proprietor | Silver Springs, MD | Jul 2018 - Current | 5 |
| Arete Wealth Management LLC | Chicago, IL | Jun 2020 - Jul 2022 | 2 |
| Baker Wealth Strategies Inc. | Washington, DC | Jul 2015 - Dec 2021 | 6 |
| 2nd Ward Development | Washington, DC | Nov 2001 - Jul 2020 | 18 |
| Cetera Advisor Networks LLC | Washington D.c., DC | Sep 2019 - Jun 2020 | < 1 |
| Envision LLC | Washington, DC | Oct 2014 - Dec 2019 | 5 |
| Summit Brokerage Services Inc. | Silver Springs, MD | May 2019 - Sep 2019 | < 1 |
| Coliseum Wealth Management, Llc, | Rockville, MD | Sep 2018 - May 2019 | < 1 |
| Ifs Securities | Atlanta, GA | Sep 2018 - May 2019 | < 1 |
| Rock Creek Wealth Planners And Advisors | Washington, DC | Aug 2018 - Sep 2018 | < 1 |
| Baker Schilling Smith Wealth Strategies | Washington, DC | Jun 2017 - Sep 2018 | 1 |
| United Planners' Financial Services | Scottsdale, AZ | Jul 2008 - Sep 2018 | 10 |
| Lewis Baker - Notary | Washington, DC | Jan 2006 - Sep 2018 | 12 |
| Baker, Schilling, Smith - Wealth Strategies | Washington, DC | Dec 2002 - Sep 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- DE
- TX
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Total Assets Under Management50MILLIONS
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Total Number of Accounts450ACCOUNTS
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Average Account Value$111,573
- 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
- Pension consulting services
- Educational seminars/workshops
CA, DC, DE, FL, GA, LA, MD, NC, NJ, NV, NY, PA, SC, TX, VA
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