BB
Brian C. Baker
STRATEGIC BLUEPRINT
Clemson, SC 29631
Some features on this profile are disabled
CRD#: 6620152
BB
Professional summary
Brian Calvin Baker, who also goes by Brian Calvin Baker, Brian C Baker, Brian Baker, Brian Baker, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Clemson, South Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Clemson, South Carolina.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Brian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Calvin Baker | Brian C Baker | Brian Baker | Brian Baker
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: The Baker Financial Group Position: Employee Nature: Marketing name for business conducted as RR/IAR and for insurance sales. Investment Related: Yes Hours: 160 Securities Trading Hours: Approximately 7 Start Date: 05/02/2016 Address: 214 Frontage Road, Clemson SC 29631 Description: Work with clients to find solutions to investment needs Name: Baker Property Group llc. Position: PartnerNature: Purchase and rent commercial property. Investment Related: No Hours: 4Securities Trading Hours: 4Start Date: 02/28/2023 Address: 102 Wyntuck Ct., Clemson SC 29631, United States Description: Oversee operation and maintenance of commercial property Name: South Carolina School Improvement Council 820 Main Street #001 Columbia, South Carolina 29201 2 hours per month, 0 hours per month Volunteer Fort Hill Presbyterian Church Non- Investment related 101 Edgewood Ave. Clemson, South Carolina 29631 Position in the Organization: Officer Not compensated- volunteer Baker Advisory Group 9/17/2021 Investment Related 214 Frontage Road, Clemson, SC 29631 Owner/Sole Proprietor 160 hours per month/140 hours during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Brian Calvin Baker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 214 Frontage Road, Clemson, SC 29631RIA
CRD#: 284840
Clemson, SC
Current
April 18, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 214 Frontage Road, Clemson, SC 29631RIA
BD
CRD#: 126514
Clemson, SC
Past
June 17, 2016 - September 17, 2021
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/17/2021)
RR
Florida(3/4/2019)
RR
Georgia(6/17/2016)
RR
Indiana(6/2/2021)
RR
Michigan(2/22/2021)
RR
Minnesota(3/13/2025)
RR
Missouri(6/22/2021)
RR
North Carolina(6/18/2016)
RR
South Carolina(6/17/2016)
IAR
South Carolina(9/17/2021)
RR
Texas(1/28/2020)
RR
Utah(4/14/2020)
RR
Virginia(12/6/2021)
RR
Washington(8/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
