Coby Baker
Coby Baker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Presecott, AZ, with 15 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
401 Whipple Street, Presecott, AZ, 86301
Get directionsHistory
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 Activities
Coby is the treasurer of a non-profit association, assisting with budgeting for road costs and improvements, dedicating minimal time. He also co-owns MRT Property Holdings LLC with his wife, which owns his Raymond James office building, taking about 10-20% of his time, and is a committee member for the Williamson Valley School District, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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.