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Rachel Baker

7 Years of Experience
Woodstock, GA
BrokerSells Insurance

Rachel Baker is a registered investment advisor, based in Woodstock, GA, with 7 years of industry experience.

Location

402 Creekstone Ridge, Woodstock, GA, 30188

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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.

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Other Business ActivitiesSells Insurance

Rachel is a co-owner of Blessed Transformations, an interior/exterior home painting business, spending about a quarter of her time on it. Rachel is also licensed to sell insurance through Hill & Hill Financial, LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Arete Wealth Management, LLCBroker
May 2024 - Present · 2 yrs 4 mos
Arete Wealth Advisors, LLC
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Center Street Advisors, INC.
August 2018 - June 2023 · 4 yrs 10 mos
State Registrations2 states
GATN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.