Lee Anthony Baker

Employer firm

Claris Financial Advisors, Inc. CRD 128660

$33.6M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1986 → Present
  Lindaman Insurance
  Decatur, GA
• 01/1998 → Present
  Apex
  Stone Mountain, GA
• 10/2005 → Present
  Wellstone Securities, Llc
  Cumming, GA

Previous Registrations

• 2005-02-07 → 2008-12-31
  Claris Financial Advisors, Inc.
• 2004-04-20 → 2004-12-31
  Claris Financial Advisors, Inc.
  Stone Mountain, GA
• 2003-08-29 → 2003-11-05
  Eastern Point Advisors Inc.
  Decatur, GA

Other Businesses

APEX FINANCIAL 2191-G NORTHLAKE PKWY, TUCKER, GA INVESTMENT RELATED PRESIDENT FINANCIAL PLANNING 1998 80HRS/MO DURING TRADING FINANCIAL PLANNER; LEE BAKER NOT INVESTMENT RELATED 2003 RENT OUT MY PREVIOUS HOME

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1993-03-10

Designations

• Certified Financial Planner