Alfred
Baker

Proequities, Inc

CRD#1035089
Investment Advisor
in Orlando, FL
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About this Advisor

Alfred Baker is a certified financial planner who works out of Orlando, Florida. Currently a registered financial advisor with Proequities, Inc, they have accrued 20 years of experience in the financial advisory industry. Baker holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Baker can work with investors in Florida. Throughout their career, Baker has worked at Proequities Inc and Sws Financial Services. Proequities, Inc is headquartered in Orlando, Florida, and operates out of 351 other offices in the nation. Overall, Proequities, Inc manages $3 billion in assets across 19,959 client accounts and retains more than 1,609 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 17,075 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Proequities, Inc can offer 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2420 S Lakemont Avenue Suite 120
Orlando, FL 32814

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Proequities, Inc Brokerage Details

Total Assets Under Management

$3,243,036,889

FL Average: $1,620,585,161
Total Number of Employees

1,609

FL Average: 52
Total Number of Accounts

19,959

FL Average: 1,560
Average Account Size

$162,485

FL Average: $1,038,837

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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

Alfred Baker Work History

Alfred has 20 years of experience.

2016 - Present (3 years)

Proequities Inc

1998 - 2016 (18 years)

Sws Financial Services

Disclosures

Alfred Baker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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