Guy
Baker
Wealth Teams Alliance
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About this Advisor
Guy Baker is a financial advisor based in Irvine, California, working with Wealth Teams Alliance. Guy has previously held positions at Bta Advisory Group, Baker Jensen Investment Advisors, Bmi Consultng, LLC, Baker Mountford Insurance Services, Family Wealth Counselors, LLC, Standel Publishing, Tax Efficient Asset Management Solution, Inc, Alexander Beard (Usa) LLC, and Oak Grove, LLC. Guy has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Guy is part of Wealth Teams Alliance, which operates out of Irvine, California. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 million 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, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Guy Baker Work History
Oak Grove, LLC
Alexander Beard (Usa) LLC
Tax Efficient Asset Management Solution, Inc
Baker Mountford Insurance Services
Family Wealth Counselors, LLC
Bmi Consultng, LLC
Standel Publishing
Baker Jensen Investment Advisors
Bta Advisory Group
Disclosures
Please visit the SEC profile of Guy 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 Wealth Teams Alliance
Irvine, CA
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