Gerald Baker is a ChFC-designated registered investment advisor, based in Arlington, TX, with 57 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1415 West Randol Mill Rd., Arlington, TX, 76012
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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
Gerald is a stockholder, president, and investment advisor representative at GeraldBakerFinancialGroupLLCdba BakerFinancialSrvcs and owns a business property through RM Bldg Mngt Inc. He is also a Chartered Life Underwriter and writes insurance policies through various independent licensed insurance companies.
Employment History
Current Registrations
Grb Financial LLCBroker
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Previous Registrations
Mony Securities CorporationBroker
H. Beck, INC.Broker
Lowry Financial Services CorporationBroker
Cigna Securities, INC.Broker
State Registrations4 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
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