Richard F. Baker

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Baker joined ProVise Management Group, LLC as a Financial Consultant in 1993.
He received a BS degree in Finance from Miami University (Ohio) in 1979.
He was Assistant Vice President of a major insurance brokerage in Chicago.
At that time he earned the Chartered Life Underwriter (CLU) and Chartered Property and Casualty Underwriter (CPCU) designations, the highest educational credentials in the insurance industry.
He lives in Clearwater.

Precedenti posizioni note di Richard F. Baker

Società	Posizione	Fine
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Analyst-Equity	31/05/2010

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Formazione di Richard F. Baker

Miami University

Undergraduate Degree

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Aziende private	1
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.	Finance