David Martin Wilkins
Investment adviser representative at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
23 yearsExperience
1 stateRegistered in
$909.3MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesMar 2005 to now
- Baker Financial Group LLCMar 2005 to now
- Grb Financial, LLCNov 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
$909.3MAssets managed
482Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2796493
- Firm CRD
- 112248