Davis
Baker
The Ameriflex Group
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About this Advisor
Davis Baker is a financial advisor based in Tucson, Arizona, working with The Ameriflex Group. Davis has previously held positions at The Vanguard Group, Inc, University Of Arizona, Landon Management Services, Self Employed Jazz Musician, The Pro's Closet, Fidelity Investments, Sagepoint Financial, Inc, Osaic Wealth, Inc, and The Ameriflex Group. Davis has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Davis is part of The Ameriflex Group, which operates out of Tucson, Arizona. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Davis Baker Work History
The Ameriflex Group
Osaic Wealth, Inc
Sagepoint Financial, Inc
Fidelity Investments
Landon Management Services
The Pro'S Closet
The Vanguard Group, Inc
Landon Management Services
Self Employed Jazz Musician
University Of Arizona
Disclosures
Please visit the SEC profile of Davis Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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