Andrew BakerCRD 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 16 years of experience in the finance industry.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Citizens Securities, Inc.||Westwood, MA||Feb 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management6,960MILLIONS
Total Number of Accounts47,802ACCOUNTS
Average Account Value$145,605
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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