JB
Jacob D. Baker
L&L FINANCIAL SERVICES, LLP
Mobile, AL 36606
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CRD#: 6780171
JB
Professional summary
Jacob David Baker is a registered financial advisor currently at L&L FINANCIAL SERVICES, LLP located in Mobile, Alabama.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LAWRENCE & LAWRENCE, PC; NOT INVESTMENT RELATED, 316 BEL AIR BLVD, MOBILE, AL; WORK AS A CPA; SUPERVISOR, 12/1998; WORKS APPROXIMATELY 96 HOURS/MO DURING TRADING HOURS; PROVIDE CPA SERVICES IN THE TAX DEPARTMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob David 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
February 8, 2018 - Present
L&L FINANCIAL SERVICES, LLP
Office #1: 316 Bel Air Blvd. Suite 300, Mobile, AL 36606RIA
CRD#: 116243
Mobile, AL
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.Highlighted states indicate IAR registrations
IAR
Alabama(2/8/2018)
Exams
Current Firm
LF
L&L FINANCIAL SERVICES, LLP
L&L FINANCIAL SERVICES, LLP
CRD#: 116243 / SEC#:
Alabama
Registered Investment Advisory firm - (1/14/2000 Approved)Florida
Registered Investment Advisory firm - (10/30/2025 Terminated)Louisiana
Registered Investment Advisory firm - (10/30/2025 Terminated)Mississippi
Registered Investment Advisory firm - (11/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
316 Bel Air Blvd. Suite 300, Mobile, AL 36606
Mailing Address
Phone number
(251) 476-3600
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 9,500,000 |
Red Flags
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Company Information
L&L FINANCIAL SERVICES, LLP
CRD#: 116243Mobile, AL 36606TRUST BUT VERIFY
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