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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethanie? Claim Your ProfileBethanie Baker is an investment advisor representative at Granite Harbor Advisors, Inc. Bethanie is registered with the state of Texas. Bethanie has been in the industry for over 10 years and has a Series 65 license. Bethanie has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Bethanie provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/26/2024 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
IA
Issued 07/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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