Unclaimed Profile

Cliff Earl Mead

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES·ARLINGTON, Texas

SIE, Series 7, Series 63, Series 65, Series 79TO, Series 99TOCFPClean record22 years registeredGERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

1415 WEST RANDOL MILL RD., ARLINGTON, TX 76012CRD# 4141214Firm CRD# 112248

Profile Verification

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

Identity

Cliff Earl Mead · ARLINGTON, TX

Registration

CRD #4141214 · GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES · 22 years registered

Brand Profile

Not yet started

Career History

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

Nov 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · November 14, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

CRD 112248 · SEC 801-56508

AUM

$741M

Regulatory assets under management

Employees

1,756 client accounts

Services offered by GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES →

Introduction

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Frequently Asked Questions

What services does Cliff Earl Mead offer?

Cliff Earl Mead specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Texas for a consultation.

What are Cliff Earl Mead's credentials?

Cliff Earl Mead holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cliff Earl Mead located?

Cliff Earl Mead is based in ARLINGTON, Texas, working with GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does Cliff Earl Mead charge for services?

Cliff Earl Mead'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 GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES?

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES has approximately 9 employees and manages $741M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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