Darel Baer (CRD# 1402746) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has over 36 years of experience in the finance industry.
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
CRD# 3218715
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Darel Baer Investment Advisory LLC | Yuba City, CA | Mar 2014 - Current | 10 |
| Darel Baer Investment Advisory | Yuba City, CA | May 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management51MILLIONS
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Total Number of Accounts65ACCOUNTS
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Average Account Value$784,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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