Gerald Ray Baker

Current Employers

Employment History

• 10/2003 → Present
  Grb Financial, Llc
  Arlington, TX
• 05/1999 → Present
  Baker Financial Services
  Arlington, TX

Other Businesses

1.Gerald Baker Financial Group, LLC dba Baker Financial Services, stockholder, president and IAR. 2.2. RM Building Management Inc. ownership of a business property. 3.3.Gerald is a Chartered Life Underwriter and writes insurance policies through various insurance companies. 4.Gerald is the trustee and advisor to client trusts; spends approx. 1-20 hours per month to the following trusts: Bob and Joyce Barnard Trust 1993; Bob and Joyce Barnard 2001 Irrevocable Trust; Bob and Joyce Barnard Trust 2001; Cameron Alread 2005 Irrevocable Trust; 2008 Deborah Faye Family L Trust; Brit Barnard 2016 ILIT; Linda Petty 2016 ILIT; Mike Barnard 2016 ILIT; Alan and Ginger Barnard Family ILIT; April Howell Lifetime Trust; Barnard Partners XLIV; Barnard Partners IX; Barnard Partners V; Barnard Partners VI; Barnard Partners VII; Barnard Partners X; Barnard Partners XII; Barnard Partners XIII; Barnard Partners XLII; Barnard Partners XLIII; Barnard Partners XLV; Barnard Partners XLVI; Barnard Partners XLVIII; Barnard Partners XX; Bob and Joyce Barnard Trust; Bob Barnard Ex Family Trust; Bob Barnard Grandchildren Irrevocable Trust; Trustee; Bob Barnard Non-Ex Family Trust; Bob Barnard Trust; Colin Easley Irrevocable Trust; Trustee; Colin Easley Trust; Trustee; Cordell Moore Jr. ILIT; Deborah Faye Montgomery Trust; Trustee; Heather Holman Lifetime Trust; Jackie Wells Trust; Jaclyn Nicole Stahura Irrevocable Trust; Jason Arnold Lifetime Trust; John Petty Irrevocable Family Trust; Joyce Barnard Non GST Ex Marital Trust; Joyce Barnard Trust; Kameron Thomas Ex Family Trust; Karen Dye GST Ex Family Trust; Kevin Easley Irrevocable Trust; Kevin Easley Trust; Kirk Walden GST Ex Family Trust; Kriszan Thomas GST Ex Family Trust; Mike Barnard Trust; Raymond D Montgomery Jr. Trust; Richard Curtis Gleaton Insurance Trust; Ryan Wells Irrevocable Trust; Susan Cole GST Ex Family Trust; John J. Byrne Jr. Life Insurance Trust; Kevin Easley Irr. Trust; Ryan Wells Life Insurance Trust; Colin Easley Irr. Trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-27

Designations