Ellenore Baker
Ellenore Baker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ellenore is an independent contractor for Carter Financial Management and manages Captra Capital LLC for her family. She also allocates resources for the EKB GST non-exempt trust, helps manage GBK Ranches, serves on the finance/investment committee for the Texas Women's Foundation, and is an officer for the Women's Leadership Alliance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Carter Advisory Services, INC
Previous Registrations
Dougherty Wealth Management
Goldman, Sachs & CO.Broker
State Registrations15 states
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