Advisor at Advanced Asset Management Advisors, Inc.
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Firm
Advanced Asset Management Advisors, Inc.
Location
Panama City, FL
Credentials
Series 63
Industry experience
26 years
Robert Baker is a financial advisor at Advanced Asset Management Advisors, Inc. in Panama City, FL, holding a Series 63 designation with 26 years of industry experience. He has been with Advanced Asset Management Advisors since 1999. Advanced Asset Management Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, families, retirement plans, corporations, and charitable organizations. The firm employs modern portfolio management techniques and offers customized portfolios, market-neutral strategies, and Life-Style Portfolios.
Based on Advanced Asset Management Advisors, Inc.
Based on Advanced Asset Management Advisors, Inc.
Fixed fees are offered with pro-rated refunds; specific amounts not stated.
2.00% or less annually, negotiable
Panama City, FL
Florida · New Jersey · Ohio · South Carolina · Texas
Advanced Asset Management Advisors, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
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