Elizabeth Marie Baker

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2008 → 11/2017
  Macaroni Grill
  Oviedo, FL
• 01/2016 → Present
  Voyage Retirement
  Altamonte, FL
• 05/2022 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Voyage Retirement, Investment Related, Insurance Business, Insurance Agent,2016-01-30,15 hours per month,5 hours per month during trading hours, Commission Compensation, Assist with providing solutions for insurance for clients. Voyage Retirement, Not Investment Related, Medicare referral agreement, Insurance Agent,2022-06-01,2 hours per month,0 hours per month during trading hours, Flat referral fee, Medicare referral business. Business name: Glow and Grow with Liz, Business Address: 110 Crooked Pine Drive Sanford FL 32773, Position Held: Fitness and Nutrition Coach, Expected annual income: 1000, Compensation Type: Other, Hours Per Month: 2-10, Hours Per Month Trading: n/a, Involvement status: ACTIVE, Start: 2026-05-13, Activity description: Liz will be creating and helping people with their nutrition and fitness goals, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): None

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-06
• S65 Uniform Investment Adviser Law Examination
  2025-07-31

Other Names

• Elizabeth Baker