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Nick B

Series 63, Series 65

Orange City, IA

RBC Capital Markets

Nick Baker is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Financial Solutions, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company. Outside of advising, he is involved in private business ownership, including several private companies and investment in real estate. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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