Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Dale Baker is a financial advisor with Beacon Pointe Advisors, LLC. Brandon has been in the industry for 19 years and has experience working with individuals, high-net-worth individuals, families, corporations, investment companies, and charitable organizations. Brandon has a strong background in investment management, financial planning, and consulting services. Brandon holds the Series 7 and Series 63 licenses and is also a Chartered Financial Analyst (CFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
1
2
CA
01/26/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
TX
02/28/2018 - 01/06/2021
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (IRVING TX)
ME
02/09/2018 - 02/28/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CT
07/21/2015 - 01/08/2018
AMG DISTRIBUTORS, INC. (STAMFORD CT)
NY
08/16/2012 - 07/14/2015
ASHMORE INVESTMENT MANAGEMENT (US) CORPORATION (NEW YORK NY)
OH
07/23/2008 - 08/03/2012
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CA
01/31/2002 - 07/10/2008
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brandon Baker is the right advisor for you? Invested Better is here to help.
