Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Patrick Baker is a financial advisor with Lido Advisors, LLC. Warren has been in the industry since 1994 and has a diverse background in financial services. Warren holds the Series 6, 7, and 63 licenses and is also a Chartered Financial Analyst. Prior to joining Lido Advisors, LLC, Warren worked at Wells Fargo Private Bank, Platte River Wealth Advisors, Stephens Inc., U.S. Bancorp Investments, Inc., and Wells Fargo Securities Inc. Warren is also a Board Member of the Colorado Foundation for Conductive Education. Warren specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, corporations, and charitable organizations. Warren is committed to providing clients with personalized financial advice and helping them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CA
12/12/2024 - Present
Lido (LOS ANGELES CA)
MN
01/22/1997 - 11/18/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
09/21/1995 - 07/31/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
AR
04/04/1994 - 08/29/1995
STEPHENS INC. (LITTLE ROCK AR)
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Warren Baker is the right advisor for you? Invested Better is here to help.
