RB
RB

Ronald Baker

29 Years of Experience
Edmond, OK
Broker

Ronald Baker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2417 S Bryant Avenue, Edmond, OK, 73013

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ronald is a partner in AppraisalShield, LLC, and owner of LB-Squared, LLC, RL Baker Properties, LLC, and RL Baker Ventures, LLC, dedicating a few hours per week to each. He also owns Baker Wealth Strategies, LLC and is the president of The Advisors, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2015 - Present · 11 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2015 - Present · 11 yrs 6 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2008 - February 2015 · 6 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2008 - February 2015 · 6 yrs 4 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
November 1999 - January 2008 · 8 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
April 1996 - January 2008 · 11 yrs 9 mos
State Registrations35 states
AKALARAZCACODCFLGAIDILKSKYLAMAMDMIMNMOMSNCNENMNYOHOKORSCSDTNTXUTVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ronald Baker - Financial Advisor | TrueAdvisor