Alfred
Baker
Proequities, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Proequities, Inc Brokerage Details
$3,243,036,889
1,609
19,959
$162,485
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Answer a few questions to get a personalized match.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.
Proequities Inc
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.