Dylan Baker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashua, NH, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

20 Trafalgar Square, Suite 430, Nashua, NH, 03063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
October 2015 - July 2018 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 2013 - January 2019 · 5 yrs 5 mos
State Registrations2 states
MANH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dylan Baker - Financial Advisor | TrueAdvisor