Michael Baker

Manager, Founding Member at Vertex Capital Advisors, LLC

Financial Adviser at Vertex Capital Advisors in Charlotte, NC

About

Please visit my website or LinkedIn page to learn more about me. Thanks!! //// Investment Advisory Services offered through AlphaStar Capital Management, LLC., a SEC Registered Investment Advisor. AlphaStar Capital Management, LLC and Vertex Capital Advisors, LLC are independent entities. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Vertex Capital Advisors, LLC does not offer legal or tax advice.

Address
5925 Carnegie Blvd #200 in Charlotte, NC 28209
Info
None specified

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Specialties

  • Annuities
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Credentials

Associations

Financial Planning Association
National Assoc. Insurance Financial Advisors (NAIFA)

Certifications

CERTIFIED FINANCIAL PLANNER™
Retirement Income Certified Professional (RICP®)

Background

Experience

Self-Employed
Insurance Advisor
Investment Advisor Representative
Investment Advisor Representative
Manager, Founding Member

Education

Presbyterian College