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Jacob David Baker

L & L Financial Services, LLP

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About Jacob David Baker

Jacob Baker is a registered investment advisor representative with L&L Financial Services, LLP, based in Mobile, Alabama. Jacob Baker is a Certified Public Accountant (CPA) with experience in tax services. Jacob Baker has been with the firm since April 2017.

Firm Information

Jacob Baker is currently registered with L & L Financial Services, LLP. L&L Financial Services, LLP is an investment advisor with 6 investment adviser representatives, 2 licensed agents, and approximately $9,500,000 in regulatory assets under management. The firm provides portfolio management services for individuals and selects other advisers for clients. L&L Financial Services, LLP manages assets for 28 individuals other than high-net-worth individuals and 1 high-net-worth individual, totaling 31 accounts.

$9.50M

Assets Under Management

25

Total Clients

5

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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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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percentage of assets

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

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Jacob Baker’s Registration & Firm History

AL

02/08/2018 - Present

L&L Financial Services, LLP (MOBILE AL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob David Baker.
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