Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Baker is a financial advisor associated with LNW Wealth Management, LLC. David has been in the industry for over 18 years and holds a Series 7 and Series 66 license. David is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and selection of other advisors services. David has experience working with individuals, high-net-worth individuals, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WA
03/03/2008 - Present
LNW (SEATTLE WA)
WA
07/05/2004 - 02/15/2006
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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