JC
JC

John Currie

16 Years of Experience
Broker

John Currie is a registered investment advisor at The Baker Group, LP, based in Oklahoma City, OK, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.

Compensation
N/A
Firm Size
11 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.01%
$10.0M - $20.0M0.01%
$20.0M - $30.0M0.00%
$30.0M - $40.0M0.00%
$40.0M - $50.0M0.00%
$50M+0.00%

Fees are negotiable for amounts over $50,000,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426

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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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Employment History
Current Registrations
The Baker Group, LP
October 2023 - Present · 2 yrs 6 mos
The Baker Group, LPBroker
April 2010 - Present · 16 yrs
Previous Registrations
John Hancock Distributors, INC.Broker
January 1997 - July 1997 · 6 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1997 - May 1997 · 4 mos
State Registrations6 states
ILINKYOHOKPA
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.