David
Baker
Harvest Investment Consultants LLC
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About this Advisor
David Baker is a financial advisor based in Cockeysville, Maryland, working with Harvest Investment Consultants LLC. David has previously held positions at American Express Financial Advisors, Ids Life Insurance Company, and Harvest Investment Consultants LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Florida, Maryland, Pennsylvania, Virginia, and West Virginia. Currently, David is part of Harvest Investment Consultants LLC, which operates out of Cockeysville, Maryland. The firm has 10 employees and manages assets totaling $448.2 million. The firm 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, and pension consulting services. The fee structure at Harvest Investment Consultants LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harvest Investment Consultants LLC Brokerage Details
$448,217,205
10
1,795
$249,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Baker Work History
Harvest Investment Consultants LLC
American Express Financial Advisors
Ids Life Insurance Company
Disclosures
Please visit the SEC profile of David 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 Harvest Investment Consultants LLC
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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