Brooke Baker
Brooke Baker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Puyallup, WA, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
10321 Canyon Road E., Puyallup, WA, 98373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke is an associate/employee at Columbia Wealth Advisors, providing financial advice to clients, which takes about a quarter to half of her time. She is also named as an executor for a client's estate, requiring minimal time to settle the estate and distribute belongings.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Edward Jones
Edward JonesBroker
State Registrations13 states
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