Claim Profile
Unclaimed Profile
GB

Gerald Ray Baker

GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES·ARLINGTON, Texas
SIE, Series 1, Series 7TO, Series 24, Series 63, Series 79TO, Series 99TOChFCClean record31 years registeredGERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
1415 WEST RANDOL MILL RD., ARLINGTON, TX 76012CRD# 10707Firm CRD# 112248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Ray Baker · ARLINGTON, TX
Registration
CRD #10707 · GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES · 31 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 63
Series 79TO
Series 99TO
Registration record
First registered · April 24, 1995
Years registered · 31
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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
9
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
Introduction

Speak with Gerald

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

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

Looking for a financial advisor in ARLINGTON?

Browse all registered financial advisors in ARLINGTON, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Gerald Ray Baker offer?
Gerald Ray Baker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Texas for a consultation.
What are Gerald Ray Baker's credentials?
Gerald Ray Baker holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gerald Ray Baker located?
Gerald Ray Baker 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 Gerald Ray Baker charge for services?
Gerald Ray 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES