BB
BB

Brian Calvin Baker

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

214 Frontage Road, Clemson, SC, 29631

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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

Brian is an employee of The Baker Financial Group, working with clients on investment solutions, essentially full-time. He also serves as a board member for the Rotary Club of Clemson, a partner in Baker Property Group LLC, and volunteers with the South Carolina School Improvement Council and Fort Hill Presbyterian Church.

Employment History
Current Registrations
Strategic Blueprint, LLC
September 2021 - Present · 4 yrs 5 mos
The Strategic Financial Alliance, INC.Broker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
The Strategic Financial Alliance
June 2016 - September 2021 · 5 yrs 3 mos
State Registrations13 states
CAFLGAINMIMNMONCSCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Calvin Baker - Financial Advisor | TrueAdvisor