Derek BakerCRD Number: 6085007
Current Firm: Commonwealth Financial Network
Derek Baker (CRD# 6085007) is an Investment Advisor Representative working at Commonwealth Financial Network in Willard, OH and has over 2 years of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Donald M. Graham And Associates||Willard, OH||May 2012 - Current||4|
|Commonwealth Financial Network||Waltham, MA||May 2012 - Current||4|
|Ashland University||Ashland, OH||Aug 2010 - May 2014||3|
|Apple Valley Golf Course||Howard, OH||May 2011 - Aug 2011||< 1|
|Mount Vernon Umpire's Association||Mount Vernon, OH||Apr 2006 - Aug 2011||5|
|Mount Vernon City Schools||Mount Vernon, OH||Aug 1997 - Jun 2010||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV