Lisa
Baker

Securities America Advisors, Inc

CRD#5775370
Investment Advisor
in Missoula, MT

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About this Advisor

Lisa Baker is a financial advisor working in Missoula, Montana, with a total of 11 years in the industry. Baker currently works for Securities America Advisors, Inc. The advisor has gained experience at Sii Investments, Inc, Bank Of America, Securities America Inc and Securities America Advisors. Baker maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Montana. Securities America Advisors, Inc is a company based out of Missoula, Montana. The firm has offices in 1,285 locations and a total of 1,992 advisors. It has $22 billion in assets under management across its 154,747 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 59 charitable organizations. Of its 154,747 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. Securities America Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which service is offered. Fees charged by Securities America Advisors, Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3700 S Russell St Ste 102
Missoula, MT 59801

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

MT Average: $1,978,216,465
Total Number of Employees

1,992

MT Average: 226
Total Number of Accounts

154,747

MT Average: 7,467
Average Account Size

$141,440

MT Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lisa Baker Work History

Lisa has 12 years of experience.

2015 - Present (5 years)

Securities America Inc

2015 - Present (5 years)

Securities America Advisors

2010 - 2015 (5 years)

Sii Investments, Inc

2008 - 2010 (2 years)

Bank Of America

Disclosures

Lisa Baker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Ronald Hyde
Vancouver, WA
Steven Hart
Littleton, CO
Aaron Schmitz
Jefferson City, MO
Robert Jamison
Redlands, CA
Daniel Vansingel
Caledonia, MI
Tom Mcdermott
La Vista, NE
Kyle Witman
Rochester, NY
Michael Bobowski
Charlotte, NC

This content was compiled from the SEC and FINRA.

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