Virginia F Baker
Investment adviser representative at Beaird Harris
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
Are you Virginia F Baker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Beaird HarrisDec 2015 to now
- Beaird Harris Wealth Management, LLCDec 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beaird Harris
Legal name: Beaird Harris Wealth Management, LLC
$2.3BAssets managed
800Clients
18Advisers
30 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
- 6597429
- Firm CRD
- 107238