Rebecca
Baker
Sanctuary Advisors, LLC
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About this Advisor
Rebecca Baker is a financial advisor who works in Montgomery, Alabama with a total of 1 year of relevant experience. Baker is an employee of Sanctuary Advisors, LLC. The advisor has gained experience at Morgan Stanley, Aldridge Borden & Co, Morgan Stanley Private Bank, National Association, Ubs Financial Services Inc, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Baker has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama and Texas. Sanctuary Advisors, LLC is a business operating out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 employees. It controls $16 billion in assets across its 38,933 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 47 charitable organizations. Of its 38,933 client accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services offered. However, fees charged by Sanctuary Advisors, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rebecca Baker Work History
Rebecca has been registered as a financial advisor for 1 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Aldridge Borden & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rebecca Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Short Hills, NJ
Indianapolis, IN
Indianapolis, IN
Fort Worth, TX
Spring, TX
Marion, OH
Plattsburgh, NY
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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