Unclaimed
Burnam Baker is a financial professional with over 19 years of experience in the industry. Burnam is currently registered with LPL Financial LLC, a broker-dealer and investment advisor, and has previously been affiliated with BLACK CREEK CAPITAL MARKETS, LLC and PRUCO SECURITIES, LLC. Burnam holds Series 6, 7, and 63 licenses as well as the SIE exam. Burnam provides a range of services including financial planning, portfolio management, pension consulting, and education seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/13/2021 - Present
LPL Financial LLC (CHANDLER AZ)
CO
02/04/2008 - 02/24/2021
BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)
CO
05/29/2002 - 01/15/2008
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
BC
Issued 06/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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