Donald Baker
Donald Baker is a ChFC-designated registered investment advisor at First Financial Services, LLC, based in Little Rock, AR, with 51 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 93 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Financial Services charges a fee based on a percentage of the assets they manage in your account. The exact percentage is determined on a case-by-case basis, considering factors like the size and complexity of your account. Generally, these fees range from 1.00% to 2.00% per year. The specific fee will be agreed upon before you sign an advisory agreement. There is no charge for financial planning.
Location
1509 Mart Drive, Suite B, Little Rock, AR, 72202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a registered investment advisor, spending about 20% of his time in this role. He also sells fixed life, health, and disability insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
First Financial Services, LLC
M. S. Howells & CO.Broker
Previous Registrations
Sowell Management
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Arvest Asset ManagementBroker
Fortis Investors, INC.Broker
Chubb Securities CorporationBroker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Cigna Securities, INC.Broker
State Registrations10 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.