Russell Baker, financial advisor Southlake TX

Russell Baker

CRD Number: 5922933
Current Firm: Lpl Financial LLC

Russell Baker (CRD# 5922933) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Southlake, TX Oct 2020 - Current 3
Edward Jones St.louis, MO Jul 2017 - Oct 2020 3
Capital One Investing, LLC Seattle, WA Jun 2016 - Jul 2017 1
Raymond James Financial Services Advisors Inc. Watauga, TX Dec 2014 - Jun 2016 1
Soutside Bank Fort Worth, TX Dec 2014 - Jun 2016 1
Lpl Financial LLC Watauga, TX Jun 2011 - Dec 2014 3
Omniamerican Bank Watauga, TX Mar 2009 - Dec 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Russell G. Baker
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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