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David Lawrence Baker

LEGACY INVESTMENT PARTNERS, LLC·OVERLAND PARK, Kansas
Clean recordLEGACY INVESTMENT PARTNERS, LLC
6240 WEST 135TH STREET, OVERLAND PARK, KS 66223CRD# 2992141Firm CRD# 133014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Baker · OVERLAND PARK, KS
Registration
CRD #2992141 · LEGACY INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Lawrence Baker is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with LEGACY INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY INVESTMENT PARTNERS, LLC
LEGACY INVESTMENT PARTNERS, LLC
AUM
$277M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LEGACY INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2992141
Firm CRD# 133014
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lawrence Baker offer?
David Lawrence Baker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are David Lawrence Baker's credentials?
David Lawrence Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Baker located?
David Lawrence Baker is based in OVERLAND PARK, Kansas, working with LEGACY INVESTMENT PARTNERS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does David Lawrence Baker charge for services?
David Lawrence 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 LEGACY INVESTMENT PARTNERS, LLC?
LEGACY INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY INVESTMENT PARTNERS, LLC

Brenda Elizabeth Black
OVERLAND PARK, KS

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