Greenfield, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,678 advisors across 10,420 offices
Location
28 Federal St
Greenfield MA 01301
Advisors at this office
2
Advisors at this office
Bradley B
Series 66
Greenfield, MA
LPL Financial
Bradley Baker is a Series 66-registered financial advisor at LPL Financial with eight years of industry experience. His prior roles include positions at OSAIC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is employed as a personal care assistant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting diversified investment strategies and both discretionary and non-discretionary management.
Jeffrey B
Series 63, Series 66
Greenfield, MA
LPL Financial
Jeffrey Baker is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including long tenure at American Portfolios and a recent position at OSAIC. Baker serves on the board of a nonprofit organization in Leyden, Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from multiple sources.
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