Ronald
Baker

Aon Hewitt Financial Advisors, LLC

CRD#2098564
Investment Advisor
in Charlotte, NC
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About this Advisor

Ronald Baker is a chartered financial consultant operating in Charlotte, North Carolina, who has been in the advisory business for 15 years. Baker is on the advisory team at Aon Hewitt Financial Advisors, LLC. Their career trajectory has included roles at Allstate Insurance Co, Music Performance, Nielsen Enterprises and Aon Hewitt. Baker has a Series 63 license, qualifying them as a securities agent, and is approved to operate in Illinois. Aon Hewitt Financial Advisors, LLC is a registered investment firm headquartered in Charlotte, North Carolina. It has a total of 50 people on staff. It controls $24 billion in assets among its 197,349 accounts, placing it among the largest firms in the United States by assets under management. Aon Hewitt Financial Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically depend on the type of services. Fees billed by Aon Hewitt Financial Advisors, LLC most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

Yes

Office Location

7201 Hewitt Associates Drive
Charlotte, NC 28262

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Aon Hewitt Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$26,995,269,177

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

219,624

NC Average: 1,917
Average Account Size

$122,916

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Ronald Baker Work History

Ronald has 15 years of experience.

2012 - Present (7 years)

Aon Hewitt

2010 - 2012 (2 years)

Nielsen Enterprises

2009 - 2012 (3 years)

Music Performance

2003 - 2012 (9 years)

Allstate Insurance Co

Disclosures

Ronald Baker has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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