Nicholas Baker (CRD# 6222468) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 10 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Timonier Family Office Ltd. | Winston-salem, NC | May 2013 - Current | 10 |
| Wilkinson And Associates | Charlotte, NC | Feb 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- NC
- TX
-
Total Assets Under Management339MILLIONS
-
Total Number of Accounts724ACCOUNTS
-
Average Account Value$468,213
- 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
LA, NC, SC, TX
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