linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Calvin Baker

Strategic Blueprint, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Calvin Baker

Brian Calvin Baker is an investment advisor representative, registered with Strategic Blueprint, LLC. Brian is currently registered with the state of South Carolina and has been in the industry since 2016. Brian has a combined Series 66 and Series 7 license and has passed the Securities Industry Essentials Examination. Brian is also registered as an Investment Advisor Representative in 14 states. Brian has worked for several companies before joining Strategic Blueprint, LLC.

Firm Information

Brian Baker is currently registered with Strategic Blueprint, LLC. Strategic Blueprint, LLC is an investment advisory firm based in Atlanta, Georgia, with over 50 investment adviser representatives. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Strategic Blueprint, LLC manages over $2 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Strategic Blueprint, LLC

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$2.17B

Assets Under Management

92

Total Clients

36

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Family office fees, endorsements

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Baker’s Registration & Firm History

SC

09/17/2021 - Present

Strategic Blueprint, LLC (Clemson SC)

Not sure if Brian Calvin Baker is right for you?

Licenses & Designations

BOTH

Issued 06/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Calvin Baker.
Not sure if Brian Calvin Baker is right for you?