Unclaimed Profile

Guy Eugene Baker

WEALTH TEAMS ALLIANCE INC.·IRVINE, California

Series 1, Series 6330 years registeredWEALTH TEAMS ALLIANCE INC.

15520 ROCKFIELD BLVD, IRVINE, CA 92618CRD# 10716Firm CRD# 168907

Profile Verification

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

Identity

Guy Eugene Baker · IRVINE, CA

Registration

CRD #10716 · WEALTH TEAMS ALLIANCE INC. · 30 years registered

Brand Profile

Not yet started

Career History

WEALTH TEAMS ALLIANCE

Jan 2017 – present

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Mar 2014 – Apr 2019

COSTA MESA, CA

ALEXANDER BEARD (USA), LLC

May 2012 – Feb 2017

ELLESMERE PORT, CHESHIRE

INDEPENDENT FINANCIAL GROUP, LLC

Sep 2010 – Feb 2011

IRVINE, CA

JOSEPH L. CANNAVA

Oct 2007 – Jul 2011

IRVINE, CA

BAKER JENSEN INVESTMENT ADVISORS, LLC

Aug 1995 – Jul 2022

SAN CLEMENTE, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · August 24, 1995

Years registered · 30

Disclosure History

2012Customer Dispute·Settled

2010Customer Dispute·Settled

2005Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH TEAMS ALLIANCE INC.

CRD 168907 · SEC 801-122977

AUM

$199M

Regulatory assets under management

Employees

912 client accounts

Services offered by WEALTH TEAMS ALLIANCE INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH TEAMS ALLIANCE INC. →

Introduction

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Frequently Asked Questions

What services does Guy Eugene Baker offer?

Guy Eugene Baker specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Guy Eugene Baker's credentials?

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

Where is Guy Eugene Baker located?

Guy Eugene Baker is based in IRVINE, California, working with WEALTH TEAMS ALLIANCE INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Guy Eugene Baker charge for services?

Guy Eugene 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 WEALTH TEAMS ALLIANCE INC.?

WEALTH TEAMS ALLIANCE INC. has approximately 26 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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