Gerald
Baker
Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services
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About this Advisor
Gerald Baker is a chartered financial consultant who works in Arlington, Texas who has 28 years of relevant experience. Baker is an employee of Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services. Over the course of their career, they have held roles at Baker Financial Services and Grb Financial, LLC. Baker has a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Texas. Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services is an advisory company that has its headquarters in Arlington, TX. It handles $678 million in assets under management among its 1,245 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,245 customer accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely depend on which services are offered. However, fee types billed by Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services Brokerage Details
$678,287,000
9
1,245
$544,809
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gerald Baker Work History
Gerald has been registered as a financial advisor for 28 years.*
Grb Financial, LLC
Baker Financial Services
*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 Gerald 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 Gerald Baker Financial Group, L.L.C.Dba Baker Financial Services
Arlington, TX
Arlington, TX
Arlington, TX
Arlington, TX
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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