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Chad Michael Mcmillan

Gerald Baker Financial Group, L.L.C.DBa Baker Financial Services

Arlington, TX

CRD 4587886

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Employer firm

Gerald Baker Financial Group, L.l.c.dBa Baker Financial Services CRD 112248

$909M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Gerald Baker Financial Group, L.L.C.DBa Baker Financial Services

1415 West Randol Mill Rd., Arlington, TX 76012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-11-13
  • TX RA
    APPROVED
    Since 2008-11-13

Branch Locations

1415 West Randol Mill Rd., Arlington, TX 76012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baker Financial Services Arlington TX 01/2002 Present
Grb Financial, Llc Arlington TX 11/2003 Present
  • 01/2002 → Present
    Baker Financial Services
    Arlington, TX
  • 11/2003 → Present
    Grb Financial, Llc
    Arlington, TX
Other Businesses

BAKER FINANCIAL SERVICES, CFP

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-07
S63 Uniform Securities Agent State Law Examination 2003-01-08
  • S65 Uniform Investment Adviser Law Examination
    2003-07-07
  • S63 Uniform Securities Agent State Law Examination
    2003-01-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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