Aaron Mckinley Baker

Current Employers

Employment History

• 11/2012 → Present
  Devry Education Group
  Fremont, CA
• 04/2012 → 12/2018
  Baker & Associates Investment Advisors
  San Leandro, CA

Previous Registrations

• 2014-07-11 → 2016-12-31
  Baker & Associates Registered Investment Advisors, Llc
  San Leandro, CA
• 2010-09-13 → 2012-04-10
  Msi Financial Services, Inc.
  Walnut Creek, CA
• 2010-02-12 → 2010-08-25
  Signator Financial Services, Inc.
  Bellevue, WA
  San Leandro, CA
• 2009-01-20 → 2009-11-16
  Voya Financial Advisors, Inc.
  Grass Valley, CA
  San Leandro, CA
  Montara, CA
• 2007-03-06 → 2009-01-07
  Valic Financial Advisors, Inc.
  Oakland, CA
• 2008-01-25 → 2008-12-31
  Baker & Associates Investment Advisors
  Oakland, CA
• 2004-04-19 → 2006-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakland, CA
  Oakland, CA

Other Businesses

Investment sales and and service with Brinker Capital and Verity Advisors sales agreements. Independent contractor insurance sales agreements with Teachers Pensions (Nov 2020), SYNCIS (Jan. 2021) and WFGHost (Oct. 2021)Insurance sales and service overlap with the sale of securities. Advisory services began June of 2021. I estimate that insurance sales consumes approximately 30%, business consulting 30% and financial Advising 40% of my total work effort. Selling Agreements Brinker Capital Investments, 1055 Westlakes Dr # 250, Berwyn, PA 19312 (610) 407-5500) Teachers Pensions, 213 South Sierra Ave Oakdale, CA 95361 (1-800-474-1440) Verity Advisors, 800 Bering Drive, Suite 225, Houston, Texas 77057; (832) 831-9353 SYNCIS Insurance Solutions, 301 E Ocean Blvd Suite 1170 Long Beach, CA 90802 (424) 233-1938) WFGhost, 11315 Johns Creek Pkwy, Johns Creek, GA 30097 (770-246-9889)

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-17
• S63 Uniform Securities Agent State Law Examination
  2002-08-14