CB
CFP · PFS
CB
CFP · PFS

Christie Ann Baker

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

201 Mission Street, Suite 1825, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christie works as an independent insurance agent, selling accident, health, and life insurance products since 2000. This takes about 10-20% of her time.

Employment History
Current Registrations
Perigon Wealth Management, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Baker & Associates
January 2011 - November 2021 · 10 yrs 10 mos
Baker & Associates
March 2003 - April 2011 · 8 yrs 1 mo
MML Investors Services, LLC
July 1997 - May 2011 · 13 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.