Securities America Advisors, Inc
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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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Inc
Securities America Advisors
Sii Investments, Inc
Bank Of America
Lisa Baker has no disclosures.
Please visit their SEC profile for more details.
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