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Brian Craig Baker

Advisor at Raymond James Financial — Hinton, OK

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

30 years

Location

Hinton, OK 73047

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Brian Baker is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of advising, he is an author, distributing a financial book to clients and prospects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Hinton, OK

115 North Broadway, Suite 30

Hinton OK 73047

Advisors at this office

2

Most active in

Oklahoma · Texas

Work history

30 years of industry experience

Raymond James Financial Services, Inc.

2021 - Present • 5 years

Edmond, OK

Raymond James Financial Services Advisors, Inc.

2021 - Present • 5 years

Edmond, OK

Concurrent Advisors

2021 - 2023 • 2 years

Edmond, OK

Wells Fargo Clearing

2016 - 2021 • 5 years

Oklahoma City, OK

Edward Jones

2006 - 2013 • 7 years

Oklahoma City, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Glenda L

CFP®, Series 63, Series 65

Hydro, OK

Cambridge Investment Research Advisors

Glenda Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. She previously worked at National Planning Corp for 17 years and has operated her own accounting firm, Long and Associates PC, since 1981. Additionally, she is president of an independent insurance agency, Benefit Resource Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William L

CFP®, Series 66

Hinton, OK

Raymond James Financial

William Looney is a CFP® professional with 20 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He has held roles at notable firms including Wells Fargo Clearing, Morgan Stanley, and Investment Professionals, Inc. In addition to his advisory work, Looney operates as an Independent Contractor financial advisor with Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical and modeling tools, and is distinguished by its municipal advisory affiliations and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Monica P

Series 66

Calumet, OK

Edward Jones

Monica Park is a Series 66 licensed financial advisor with Edward Jones in Calumet, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet. Edward Jones is a wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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