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Cliff Earl Mead

Investment adviser representative at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$909.3MFirm assets

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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.

  1. Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesNov 2003 to now
  2. Gerald Baker Financial Group LLC dba Baker Financial ServicesNov 2003 to now
  3. Grb Financial, LLCNov 2003 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2003

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
4141214
Firm CRD
112248
Advisor's SEC record (opens in a new tab)
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