Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Baker is a financial advisor with over 20 years of experience in the industry. Richard has been registered with Brookstone Capital Management LLC since 2008 and Milestone Asset Management, LLC since 2020. Richard holds Series 6, 65, and 66 licenses. Richard is a licensed investment advisor in Maryland, Pennsylvania, and Texas. Richard provides financial planning and portfolio management services to individuals and corporations. Richard has a strong track record of success in helping clients achieve 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.
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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IL
04/10/2017 - Present
Brookstone Capital Management LLC (WHEATON IL)
TN
12/10/2009 - 04/21/2010
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
CA
02/10/2005 - 11/29/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MN
07/15/2004 - 11/16/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
01/08/2004 - 07/16/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/08/2004 - 07/16/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/27/2001 - 01/16/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
09/30/1999 - 07/10/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 02/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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