LPL Financial
James Baker has extensive experience in financial services, currently serving as Vice President in multiple roles at LPL Financial since April 2015, including Institution Services Relationship Management, New Client Onboarding, and Growth Consultant. Previously, James worked at Raymond James Financial Inc. from January 2008 to March 2015, where responsibilities included Assistant Division Director and Assistant Regional Supervisor, managing relationship programs with over $10 billion in assets under administration. James began a career in banking at BB&T and served as Branch Manager at US Bank, demonstrating a progression from entry-level to management roles. James holds a Master's degree in Management and a Bachelor's degree in Finance from Austin Peay State University.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.