Brett BakerCRD Number: 4887539
Current Firm: Osaic Wealth, Inc.
Brett Baker (CRD# 4887539) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 18 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Osaic Wealth||Jersey City, NJ||Sep 2023 - Current||< 1|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Sep 2023||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2005|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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