Frederick
Baker

Finser Investment Advisor

CRD#10692
Investment Advisor
in San Antonio, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Frederick Baker is a financial advisor based in San Antonio, Texas who has 16 years of relevant experience. Baker works at Finser Investment Advisor. Throughout their career, Baker has worked at Penson Financial Services, Inc, Samco Financial Advisors, Inc, Samco Capital Markets, Inc and Finser Investment Advisors, Inc. Baker maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Texas. Finser Investment Advisor is a registered investment business based out of San Antonio, TX. It manages $2 billion in total assets among its 10 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The company offers portfolio management for institutional clients. A financial advisor's fee schedules largely depend on which service is provided. Fees charged by Finser Investment Advisor can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

16 years

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

106 S. St. Marys Street Suite 600
San Antonio, TX 78205

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Finser Investment Advisor Brokerage Details

Total Assets Under Management

$1,466,340,668

TX Average: $3,042,739,679
Total Number of Employees

1

TX Average: 49
Total Number of Accounts

10

TX Average: 2,315
Average Account Size

$146,634,067

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Frederick Baker Work History

Frederick has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Samco Capital Markets, Inc

2006 - Present (18 years)

Finser Investment Advisors, Inc

2004 - Present (20 years)

Samco Financial Advisors, Inc

2003 - Present (21 years)

Penson Financial Services, Inc

*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 Frederick 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 Finser Investment Advisor

Frederick Baker
San Antonio, TX
Vincent Myers
San Antonio, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started