Gerald Baker Financial Group, L.l.c.dba Baker Financial Services

Gerald Baker Financial Group, L.l.c.dba Baker Financial Services (CRD# 112248) is a financial advisory firm headquartered in Arlington, TX. They manage $741,000,000 in 1,756 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1415 West Randol Mill Rd., Arlington, TX 76012
http://www.bakerfinancial.net
By the Numbers
  • Total Assets Under Management
    741
    MILLION
  • Total Number of Accounts
    1,756
    ACCOUNTS
  • Average Account Value
    $421,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Showing 1 - 5 of 5 top financial advisors.
1
Gerald Baker, financial advisor Arlington TX
Gerald R. Baker
CRD#: 10707
1415 W. Randol Mill Rd., Arlington, TX 76012

Gerald Baker (CRD# 10707) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has over 29 years of experience in the finance industry.

2
Chad McMillan, financial advisor Arlington TX
Chad M. McMillan
CRD#: 4587886
1415 West Randol Mill Rd., Arlington, TX 76012

Chad McMillan (CRD# 4587886) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has over 21 years of experience in the finance industry.

3
Cliff Mead, financial advisor Arlington TX
Cliff E. Mead
CRD#: 4141214
1415 W. Randol Mill Road, Arlington, TX 76012

Cliff Mead (CRD# 4141214) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has over 24 years of experience in the finance industry.

4
David Wilkins, financial advisor Arlington TX
David M. Wilkins
CRD#: 2796493
1415 West Randol Mill Rd., Arlington, TX 76012

David Wilkins (CRD# 2796493) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has over 27 years of experience in the finance industry.

5
Kristen West, financial advisor Arlington TX
Kristen R. West
CRD#: 7710541
1415 West Randol Mill Rd., Arlington, TX 76012

Kristen West (CRD# 7710541) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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