Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis D Baker is a financial advisor based in Silver Spring, MD. Lewis has been in the financial services industry for over 28 years. Lewis has been registered with Farther since July 2024 and has previously held positions with firms such as Arete Wealth Management, LLC, Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., and IFS Securities. Lewis holds the Series 7, Series 24, Series 63 and Series 65 licenses. Lewis has a designation of Certified Financial Planner. Lewis also has other business interests, including Rock Creek Wealth Planners and Advisors, LLC, DCMBA I LLC, The Academy Fund, Yazam Inc. DBA Empower, EveryIncome Inc, Retirement Care Plans LLC, Green Harvest Capital, and Mid-Atlantic Legacy Fund.
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.
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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2
MD
07/23/2024 - Present
Farther (Silver Spring MD)
MD
06/29/2020 - 07/15/2022
ARETE WEALTH MANAGEMENT, LLC (Silver Spring MD)
DC
09/20/2019 - 06/29/2020
CETERA ADVISOR NETWORKS LLC (WASHINGTON D.C. DC)
MD
05/29/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SILVER SPRING MD)
GA
09/28/2018 - 05/30/2019
IFS SECURITIES (ATLANTA GA)
DC
07/29/2008 - 09/24/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WASHINGTON DC)
MD
10/03/2007 - 07/16/2008
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
04/12/2004 - 10/02/2007
PURSHE KAPLAN STERLING INVESTMENTS (ELKRIDGE MD)
SC
12/03/2002 - 04/22/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/06/1999 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/08/1994 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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