Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Baker is a registered representative with Carter, Terry & Company, Inc. located in Atlanta, Georgia. William has over 30 years of experience in the financial services industry. Prior to joining Carter, Terry & Company, Inc. William was a registered representative at Wilbanks Securities, Inc. and Raymond James Financial Services, Inc. William is a licensed investment advisor representative in Georgia and holds Series 7, 24, 63 and 65 securities licenses. William has a strong track record of providing financial advice to individuals, high-net-worth individuals, and pension and profit-sharing plans. William's specialties include financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
06/08/2017 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
06/27/2003 - 06/19/2017
WILBANKS SECURITIES, INC. (ATLANTA GA)
FL
12/04/1998 - 06/30/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/24/1992 - 12/22/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 11/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Baker is the right advisor for you? Invested Better is here to help.
