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William Thomas Baker

BENJAMIN SECURITIES, INC.·PENSACOLA, Florida
Unclaimed Profile
3 WEST GARDEN STREET, PENSACOLA, FL 32502CRD# 1804430Firm CRD# 7754
01

About

William Thomas Baker is a registered financial advisor based in PENSACOLA, Florida, affiliated with BENJAMIN SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BENJAMIN SECURITIES, INC.
BENJAMIN SECURITIES, INC.
AUM
$34M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BENJAMIN SECURITIES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1804430
Firm CRD# 7754
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Thomas Baker offer?
William Thomas Baker specializes in Investment Management, Fee-Only Advisory. Contact their office in PENSACOLA, Florida for a consultation.
What are William Thomas Baker's credentials?
William Thomas Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Thomas Baker located?
William Thomas Baker is based in PENSACOLA, Florida, working with BENJAMIN SECURITIES, INC.. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does William Thomas Baker charge for services?
William Thomas Baker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENJAMIN SECURITIES, INC.?
BENJAMIN SECURITIES, INC. has approximately 12 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PENSACOLA
Thomas William Laundrie — BENJAMIN SECURITIES, INC.Nancy Mcghee Lowrey — FSA INVESTMENT GROUP, LLCJohnathan David Hosman — FSA INVESTMENT GROUP, LLCWesley Syfrett Odom — ARMADA ADVISORS, INC.Donna Kay Jordan — MONEY PROFESSIONALS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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