Unclaimed Profile

Sara L Baker

PFG ADVISORS, LLC·PEORIA, Arizona

Clean recordPFG ADVISORS, LLC

16150 N. ARROWHEAD FOUNTAINS CENTER DRIVE, PEORIA, AZ 85382CRD# 2808925Firm CRD# 173344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara L Baker · PEORIA, AZ

Registration

CRD #2808925 · PFG ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara L Baker is a registered financial advisor based in PEORIA, Arizona, affiliated with PFG ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PFG ADVISORS, LLC

PFG ADVISORS

AUM

$2.3B

Regulatory assets under management

Employees

115

Total firm employees

View all advisors at PFG ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2808925

Firm CRD# 173344

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara L Baker offer?

Sara L Baker specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.

What are Sara L Baker's credentials?

Sara L Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara L Baker located?

Sara L Baker is based in PEORIA, Arizona, working with PFG ADVISORS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.

How does Sara L Baker charge for services?

Sara L Baker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG ADVISORS, LLC?

PFG ADVISORS, LLC has approximately 115 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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