Lucas Baker
Vice President, Wealth Advisor at Quotient Wealth Partners
- Role
- Vice President, Wealth Advisor at Quotient Wealth Partners
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Lucas Baker
As a Wealth Advisor at Quotient Wealth Partners, I am dedicated to helping clients…
Experience
Vice President, Wealth Advisor
Sep 2023 — Present · Dallas, TX, US
As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives, and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation. Our aim is to help you live your best life by enjoying full control of your financial well-being.
Education
Parkland College
Associate's degree, Business Administration and Management, General
2016 — 2018
Southeastern University
Finance, Accounting and Finance
2018 — 2020
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