Unclaimed Profile

Timothy J Baker

YOUR FINANCIAL PHARMACIST PLANNING, LLC·NEW ALBANY, Ohio

SIE, Series 7, Series 63, Series 65Clean record12 years registeredYOUR FINANCIAL PHARMACIST PLANNING, LLC

118 E MAIN ST., NEW ALBANY, OH 43054CRD# 6130547Firm CRD# 282918

Profile Verification

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

Identity

Timothy J Baker · NEW ALBANY, OH

Registration

CRD #6130547 · YOUR FINANCIAL PHARMACIST PLANNING, LLC · 12 years registered

Brand Profile

Not yet started

Career History

YFP WEALTH

Jun 2016 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2014 – Jun 2016

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 7, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

YOUR FINANCIAL PHARMACIST PLANNING, LLC

CRD 282918 · SEC 801-118236

AUM

$28M

Regulatory assets under management

Employees

622 client accounts

Services offered by YOUR FINANCIAL PHARMACIST PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 YOUR FINANCIAL PHARMACIST PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy J Baker offer?

Timothy J Baker specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.

What are Timothy J Baker's credentials?

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

Where is Timothy J Baker located?

Timothy J Baker is based in NEW ALBANY, Ohio, working with YOUR FINANCIAL PHARMACIST PLANNING, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.

How does Timothy J Baker charge for services?

Timothy J 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 YOUR FINANCIAL PHARMACIST PLANNING, LLC?

YOUR FINANCIAL PHARMACIST PLANNING, LLC has approximately 10 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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