Raymond James Financial Services Advisors, Inc
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About this Advisor
Ivey Baker is a certified financial planner working out of Charlotte, North Carolina, with a total of 11 years in the industry. Baker is on the advisory team at Raymond James Financial Services Advisors, Inc. Throughout their career, they have worked at Carolinas Healthcare Systems, Applachian State, Bb&T Bank, Bbtis, Children'S Book - Saving And Spending, Wells Fargo Advisors Financial Network, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Hustle & Salt and Gaskin Asset Management, LLC. Baker has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Raymond James Financial Services Advisors, Inc is a financial advisory company operating in Charlotte, North Carolina. The firm has offices in 2,040 locations and a total of 5,600 employees. It handles $81 billion in assets under management across its 280,698 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 100 charitable organizations. Of its 280,698 client accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse array 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, educational seminars and other services. Fees charged by financial advisors typically depend on the type of financial services provided. However, fees billed by Raymond James Financial Services Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services 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
- Educational seminars/workshops
Ivey Baker Work History
Ivey has 11 years of experience.
Children'S Book - Saving And Spending
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors Financial Network, LLC
Hustle & Salt
Gaskin Asset Management, LLC
Carolinas Healthcare Systems
Ivey Baker has no disclosures.
Please visit their SEC profile for more details.