AB
CFP
AB
CFP

Andrew Christopher Baker

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
776 clients
Average Client Portfolio
$812K average
Assets Under Management
$629.7M

Fee Structure

Loading...

Location

999 Vanderbilt Beach Road, Ste 609, Naples, FL, 34108

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is a real estate agent since 2015, dedicating about 10-20% of his time. He is also an agent for ACB Advisory Group LLC since 2016, selling fixed, disability income (DI), and long-term care (LTC) insurance, and acts as a College Funding Planner under the Collegiate Funding Strategists DBA, spending a combined total of about half his time on these activities.

Employment History
Current Registrations
Summit Wealth Partners, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Pelican Wealth Advisors, LLC
December 2017 - November 2018 · 11 mos
Pelican Wealth Advisors, LLC
October 2015 - December 2015 · 2 mos
Securian Financial Services, INC.
August 2013 - August 2015 · 2 yrs
Global Financial Private Capital, LLC
February 2013 - August 2013 · 6 mos
MML Investors Services, LLC
August 2010 - February 2013 · 2 yrs 6 mos
MML Investors Services, INC.
March 2010 - August 2010 · 5 mos
State Registrations12 states
CACOFLGAILMINJOHPATXVAWI
Advisor
Exams
No exam information available for this advisor.