Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timmy? Claim Your ProfileTimmy Lee Baker is an investment advisor representative with Wealthcare Advisory Partners LLC, a firm with offices in Jupiter, Florida, and West Chester, Pennsylvania. Timmy has been in the financial industry since 1984, and has held previous positions with firms such as NFP Securities, Inc., WFG Investments, Inc., Raymond James Financial Services, Inc., and Prudential Securities Incorporated. Timmy has earned the Series 63, Series 65, Series 7, Series 24, and Series 51 licenses. In addition to investment advisory services, Timmy is also an author and owner of Conscious Wealth, LLC, a business that focuses on marketing and distribution of his book, The Awakened Investor. Timmy's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.
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.
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
FL
06/04/2024 - Present
Wealthcare Advisory Partners LLC (JUPITER FL)
NC
09/10/2004 - 07/06/2009
NFP SECURITIES, INC. (WINSTON-SALEM NC)
TX
05/29/2009 - 06/05/2009
WFG INVESTMENTS, INC. (DALLAS TX)
FL
08/21/1997 - 09/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
04/10/1996 - 08/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MD
04/04/1990 - 04/01/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
10/24/1989 - 03/01/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
02/01/1990 - 02/09/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
08/31/1988 - 10/28/1989
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/31/1988 - 10/28/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
07/12/1988 - 08/30/1988
CNL, INC.
NA
11/07/1986 - 02/11/1988
BAKER THOMAS SECURITIES, INC.
NA
09/08/1987 - 12/21/1987
NEW ENGLAND SECURITIES CORPORATION
NA
09/01/1987 - 10/06/1987
ADVANCE INVESTMENT CO., INC.
NA
11/25/1985 - 11/19/1986
ADVANCE INVESTMENT CO., INC.
NA
04/18/1984 - 11/18/1985
SENTRA SECURITIES CORPORATION
NA
10/29/1985 - 11/11/1985
SOURCE SECURITIES, INC.
IA
Issued 09/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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