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Sara L Baker

PFG ADVISORS, LLC·PEORIA, Arizona
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16150 N. ARROWHEAD FOUNTAINS CENTER DRIVE, PEORIA, AZ 85382CRD# 2808925Firm CRD# 173344
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PFG ADVISORS, LLC
PFG ADVISORS
AUM
$2.3B
Regulatory assets under management
Employees
115
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2808925
Firm CRD# 173344
No disclosures on file
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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