Bethanie
Baker
Granite Harbor Advisors, Inc
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About this Advisor
Bethanie Baker is a financial advisor based in Houston, Texas, working with Granite Harbor Advisors, Inc. Bethanie has previously held positions at Willis Johnson & Associates, Bkd Wealth Advisors, Alpha Omega Gymnastics & Dance, Airswift, Loft, Ulta Beauty, Student, H&M, Shell Oil Company, and Granite Harbor Advisors, Inc. Bethanie has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Bethanie is part of Granite Harbor Advisors, Inc, which operates out of Houston, Texas. The firm has 12 employees and manages assets totaling $401.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Granite Harbor Advisors, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Granite Harbor Advisors, Inc Brokerage Details
$401,223,647
12
824
$486,922
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
Bethanie Baker Work History
Granite Harbor Advisors, Inc
Willis Johnson & Associates
Willis Johnson & Associates
Willis Johnson & Associates
Willis Johnson & Associates
Bkd Wealth Advisors
N/A
Willis Johnson & Associates
Alpha Omega Gymnastics & Dance
Loft
Airswift
Ulta Beauty
Student
H&M
Shell Oil Company
Student
Disclosures
Please visit the SEC profile of Bethanie 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 Granite Harbor Advisors, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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