Nancy Baker
Nancy Baker is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 39 years of industry experience. Nancy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7600 Wisconsin Ave, Ste 900, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Gruntal & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Douglas GranthamWells Fargo Advisors
- Paul NewmanWells Fargo Advisors
- David BoltenWells Fargo Advisors
- Daniel Clarke, CFPWells Fargo Advisors
- John Hanson, CFPWells Fargo Advisors
- Jared Plushnick, CFPWells Fargo Advisors