MB
CFP
MB
CFP

Marie Baker

12 Years of Experience
Durham, NC
1 DisclosureBroker

Marie Baker is a CFP-designated registered investment advisor, based in Durham, NC, with 12 years of industry experience.

Location

3616 Shannon Rd, Ste 101, Durham, NC, 27707

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History

Regulatory History (1)
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Customer Dispute
November 2022
Denied
Other Business Activities

Marie is an independent contractor and officer (President) for Baker Wealth Advisors, LLC, and a co-owner of Four Corners Advisor Group, LLC, which recruits advisors. She also co-owns NST Performance and Services LLC with her spouse and serves on the investment committee for YMCA of the Triangle, dedicating minimal time to each of the latter two activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
October 2013 - June 2022 · 8 yrs 8 mos
Edward JonesBroker
August 2013 - June 2022 · 8 yrs 10 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.