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Jacob David Baker

L&L Financial Services, LLP

Mobile, AL

CRD 6780171

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Employer firm

L&L Financial Services, LLP CRD 116243

$9.50M regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
L&L Financial Services, Llp

316 Bel Air Blvd. Suite 300, Mobile, AL 36606 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-02-08
  • AL RA
    APPROVED
    Since 2018-02-08

Branch Locations

316 Bel Air Blvd. Suite 300, Mobile, AL 36606 • 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
L&L Financial Services, Llp Mobile AL 04/2017 Present
Lawrence & Lawrence, Pc Mobile AL 06/1997 Present
Other Businesses

LAWRENCE & LAWRENCE, PC; COMMENCED 6/1997; NOT INVESTMENT RELATED, 316 BEL AIR BLVD, MOBILE, AL; WORK AS A CPA; POSITION: SUPERVISOR; WORKS APPROXIMATELY 128 HOURS/MO DURING TRADING HOURS; PROVIDE CPA SERVICES IN THE TAX DEPARTMENT.

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