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Thomas B
Series 63, Series 65
Fredericksburg, VA
Equitable Advisors
Thomas Baker is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, and UBS Financial Services. Outside of his advisory role, he manages a homeowners association and is involved in several family-owned LLCs related to real estate and farming. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.
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