Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Court? Claim Your ProfileCourt Edward Loomis is an investment advisor representative with The Baker Group, LP. Court has been in the industry since September 14, 2020. Court has earned the Series 63, Series 65, and Series 7TO licenses, as well as the SIE exam. Court is registered with the state of Oklahoma and Iowa. Court is also a 100% owner of Alinea Energy, LLC, Cel IV, LLC, and Loomis Acquisitions, LLC. Court provides investment strategies for financial institutions and other institutional investors. Court has been with The Baker Group, LP since August 2020.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
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2
OK
07/18/2024 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
IA
Issued 06/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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