Unclaimed Profile

Timothy J Baker

YOUR FINANCIAL PHARMACIST PLANNING, LLC·NEW ALBANY, Ohio

Clean recordYOUR 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy J Baker is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with YOUR FINANCIAL PHARMACIST PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

YOUR FINANCIAL PHARMACIST PLANNING, LLC

YOUR FINANCIAL PHARMACIST PLANNING

AUM

$28M

Regulatory assets under management

Employees

Total firm employees

View all advisors at YOUR FINANCIAL PHARMACIST PLANNING, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6130547

Firm CRD# 282918

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ALBANY?

Browse all registered financial advisors in NEW ALBANY, Ohio or claim this profile if it's yours.

Browse NEW ALBANY Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →