Timothy
Baker
Your Financial Pharmacist Planning
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About this Advisor
Timothy Baker is a certified financial planner who works in New Albany, Ohio, who has 4 years of relevant experience. Baker currently works for Your Financial Pharmacist Planning. The advisor has gained experience at Cambridge Investment Research, Inc, Community Pride Wealth, Cambridge Investment Research Advisors, Inc and Your Financial Pharmacist. Baker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, California, Florida, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia and Wisconsin. Your Financial Pharmacist Planning is a financial advisory firm operating out of New Albany, OH. It handles $17 million in assets between its 373 customer accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Your Financial Pharmacist Planning offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice depend on which services are provided. Fees billed by Your Financial Pharmacist Planning likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Your Financial Pharmacist Planning Brokerage Details
$16,651,410
14
373
$44,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Timothy Baker Work History
Timothy has been registered as a financial advisor for 4 years.*
Your Financial Pharmacist
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Community Pride Wealth
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy 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 Your Financial Pharmacist Planning
New Albany, OH
New Albany, OH
Fort Worth, TX
New Albany, OH
New Albany, OH
New Albany, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
