Matthew Baker
Matthew Baker is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Peoria, AZ, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
23131 N Lake Pleasant Pkwy, Suite 100, Peoria, AZ, 85383
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 ActivitiesSells Insurance
Matthew is licensed to sell life and health insurance.
Employment History
Current Registrations
Legacy Cornerstone Wealth
Previous Registrations
Cetera Investment Advisers LLC
Avantax Advisory Services
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Capital Choice Investment Advisers, INC.
Ccf Investments, INC.Broker
State Registrations7 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.