David Baker, financial advisor South Boston MA

David Baker

CRD Number: 2549952
Current Firm: Wealth Enhancement Advisory Services, LLC

David Baker (CRD# 2549952) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in South Boston, MA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Advisory Services Plymouth, MN Apr 2021 - Current < 1
Wealth Enhancement Group Plymouth, MA Apr 2021 - Current < 1
North American Management Corp Boston, MA Nov 2001 - Apr 2021 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Contact Info for David H. Baker
Phone Number: 763-417-1700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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