Oppenheimer & Co.
45yrs
Robert Link
Financial advisor
One Pitcairn Place 165 Township Line Road, Suite 2300
Jenkintown, PA 19046
Jenkintown, PA 19046
Top 1% by experience nationwide
26yrs
Amy Baker is a financial advisor in Jenkintown, Pennsylvania, with 26 years in the industry. Amy joined Wells Fargo Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Amy holds the CFP® designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office165 Township Line Rd Suite 200 Two Pitcairn Place, Jenkintown, PA 19046
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Amy
Local office(215) 884-9880Ask for Amy. (314) 875-3000Main office · St. Louis, MO 165 Township Line Rd Suite 200 Two Pitcairn PlaceJenkintown, PA 19046Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Amy
Tailored to Amy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amy
How do I contact Amy?
Call Amy’s local office at (215) 884-9880 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amy Baker.
How long has Amy been a financial advisor?
Amy has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Amy hold?
Series 63. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Amy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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