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Caleb Alan Baker

Eagle Strategies LLC

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About Caleb Alan Baker

Caleb Alan Baker is a registered investment advisor representative associated with Eagle Strategies LLC. Caleb has been in the industry for over two years and holds Series 7TO, Series 63, and Series 66 licenses. Caleb has a Bachelor of Science in Business Administration from Sam Houston State University. Caleb specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Businesses. Caleb also holds a life insurance license and acts as an Insurance Broker.

Firm Information

Caleb Baker is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

3833 S TEXAS AVENUE

BRYAN, TX 77802

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Caleb Baker’s Registration & Firm History

TX

09/12/2023 - Present

Eagle Strategies LLC (BRYAN TX)

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Licenses & Designations

BOTH

Issued 9/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 6/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caleb Alan Baker.
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