Baldwin & Associates
Baldwin & Associates (CRD# 129429) is a financial advisory firm headquartered in Indian Harbour Beach, FL. They manage $117,200,000 in 523 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management117MILLION
Total Number of Accounts523ACCOUNTS
Average Account Value$224,092
- 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
Mary Baldwin (CRD# 3082166) is an Investment Advisor Representative working at Baldwin & Associates in Indian Harbour Beach, FL and has over 19 years of experience in the finance industry. Mary Baldwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorothy Bourlier (CRD# 1897657) is an Investment Advisor Representative working at Baldwin & Associates in Indian Harbour Beach, FL and has over 29 years of experience in the finance industry.