Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vickers Baker is a financial advisor in Statesboro, Georgia. Daniel is registered with LPL Financial LLC and has been in the industry since 2012. Daniel has experience with a variety of financial products and services including: investment company products, variable contracts, general securities, and investment advisory services. Prior to joining LPL Financial LLC, Daniel worked at Truist Investment Services, Inc., BB&T Securities, LLC and BB&T Investment Services, Inc. Daniel is committed to helping clients reach their financial goals.
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.
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2
GA
07/18/2022 - Present
LPL Financial LLC (STATESBORO GA)
GA
02/17/2021 - 07/12/2022
TRUIST INVESTMENT SERVICES, INC. (STATESBORO GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
08/12/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (METTER GA)
GA
11/05/2012 - 08/14/2013
WELLS FARGO ADVISORS, LLC (STATESBORO GA)
IA
Issued 06/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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