Victoria Baker
Advisor at Charles Schwab
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Charles Schwab
Location
Alexandria, VA 22314-6818
Credentials
Series 66
Industry experience
2 years
Client services
Based on Charles Schwab
Financial planning
Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program
Wrap fee program sponsor and financial planning advisor referral program
Location
1920 Ballenger Ave, Suite 120
Alexandria, VA 22314-6818
Most active in
Victoria B has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Charles Schwab Bank SSB
2025 - Present (1 year)
Charles Schwab
2023 - Present (3 years)
I Care Cleaning Services
2022 - 2022 (1 year)
Corestaff Services Impellam Group
2021 - 2021 (1 year)
Full Time Education
2019 - 2023 (4 years)
Pioneer Catering Mount Vernon Nazarene University
2019 - 2019 (1 year)
Full Time Education
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
David H
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Samir B
Series 63, Series 65
Washington, DC
SHB Advisors
Justin Z
Series 65
Vienna, VA
Solution Factory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")