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 $278,491,094 in 1,055 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    1,055
    ACCOUNTS
  • Average Account Value
    $263,973
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 4 of 4 top financial advisors.
1
Gerald R. Baker
CRD#: 10707
1415 W. Randol Mill Rd., Arlington, TX 76012
96
Wealthminder
score

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 21 years of experience in the finance industry.

2
Chad M. McMillan
CRD#: 4587886
1415 West Randol Mill Rd., Arlington, TX 76012
96
Wealthminder
score

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 13 years of experience in the finance industry. Chad McMillan 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.

3
Cliff E. Mead
CRD#: 4141214
1415 W. Randol Mill Road, Arlington, TX 76012
96
Wealthminder
score

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 16 years of experience in the finance industry. Cliff Mead 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.

4
David M. Wilkins
CRD#: 2796493
1415 West Randol Mill Rd., Arlington, TX 76012
93
Wealthminder
score

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 20 years of experience in the finance industry.

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