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Lindsey Leigh Baker

EGP Wealth Management, LLC

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About Lindsey Leigh Baker

Lindsey Leigh Baker is a financial advisor registered with EGP Wealth Management, LLC and has been in the industry since 2016. Lindsey holds the Series 66 and Series 7 licenses and the SIE. Lindsey is a CPA and partner at EGP, PLLC which is an accounting firm. Lindsey specializes in working with Individuals, Businesses, Pension and Profit Sharing Plans, and Trusts. Lindsey is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Lindsey's primary office is located in North Little Rock, Arkansas.

Firm Information

Lindsey Baker is currently registered with EGP Wealth Management, LLC. EGP Wealth Management, LLC is an investment advisor registered with the SEC that manages $28,863,224 in assets for 120 clients. The firm offers financial planning and portfolio management services for individuals and pension plans. They specialize in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

$28.86M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Lindsey Baker’s Registration & Firm History

AR

10/16/2018 - Present

EGP Wealth Management, LLC (NORTH LITTLE ROCK AR)

AR

01/07/2016 - 10/03/2018

1ST GLOBAL CAPITAL CORP. (N LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 05/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Leigh Baker.
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