John Baker
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Nov 2024 to now
- Truist Investment Services, IncJul 2024 to now
- N/aOct 2023 to Jul 2024
- Athens AcademyAug 2023 to Oct 2023
- Truist Investment Services, IncJun 2023 to Aug 2023
- N/aOct 2022 to Jun 2023
- Athens AcademyAug 2022 to Oct 2022
- Sharptop Cove Young Life CampMay 2022 to Aug 2022
- N/aOct 2021 to May 2022
- Athens AcademyMay 2021 to Oct 2021
- N/aJul 2020 to May 2021
- Lawn MowingJan 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (DC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7773892
- Firm CRD
- 283390