Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lewis Baker is an investment advisor representative with Grove Point Advisors, LLC. Robert has been in the industry since 2013. Robert is registered to provide investment advice in 27 states. Robert has a Series 6, 7, and 66 license and is also a registered representative. Grove Point Advisors, LLC has approximately $2.4 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
12/20/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
06/03/2015 - 07/28/2023
EDWARD JONES (EL SEGUNDO CA)
IL
08/26/2013 - 03/12/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 09/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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