Andrew Baker, financial advisor Westwood MA

Andrew Baker

CRD Number: 5306427
Current Firm: Citizens Securities, Inc.

Andrew Baker (CRD# 5306427) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Feb 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Andrew J. Baker
Phone Number: 1-800-942-8300
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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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