Ivey Baker
Ivey Baker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, 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
7615 Colony Rd., Ste. 100, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ivey owns Baker Homes & Gardens, a garden management and home design business, dedicating about 10-20% of their time. Ivey also works as an associate at Gaskin Asset Management, LLC, spending about a quarter of their time cultivating client relationships and managing web presence. Finally, Ivey spends minimal time on "On Pursuing", an unpaid hobby business involving interviews and storytelling.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations12 states
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