Guy Eugene Baker
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
47 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wealth Teams AllianceJan 2017 to now
- Oak Grove, LLCDec 2016 to now
- Alexander Beard (USA) LLCJan 2012 to now
- Tax Efficient Asset Management Solution, Inc.Dec 2010 to now
- Baker Mountford Insurance ServicesAug 1997 to now
- Family Wealth Counselors, LLCAug 1997 to now
- Standel PublishingSep 1996 to now
- Bmi Consultng, LLCAug 1996 to now
- Baker Jensen Investment AdvisorsJun 1995 to now
- Bta Advisory GroupMay 1979 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Teams Alliance
Legal name: Wealth Teams Alliance Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 10716
- 168907