AB
Alexander Baker
BURKE WEALTH MANAGEMENT
Houston, TX 77046
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CRD#: 7853497
AB
Professional summary
Alexander Baker is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alexander 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.
Owner/Employee of Baker Anesthesia Services LLC
CRS (Client Relationship Summary) - RIA
Click below to view Alexander 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
January 18, 2024 - Present
BURKE WEALTH MANAGEMENT, LLC
Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046RIA
CRD#: 305840
Houston, TX
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
Louisiana(1/18/2024)
Exams
Current Firm
BW
BURKE WEALTH MANAGEMENT, LLC
BURKE WEALTH MANAGEMENT, LLC
CRD#: 305840 / SEC#:
Louisiana
Registered Investment Advisory firm - (2/17/2020 Approved)Texas
Registered Investment Advisory firm - (10/3/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12 Greenway Plaza Suite 1100, Houston, TX 77046
Mailing Address
Phone number
(713) 933-5402
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 86,298,994 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
