LPL Financial
47yrs
Top advisor by experience in San Diego
13yrs
Andrew Baker is a fiduciary financial advisor in San Diego, California, with 13 years in the industry. After two years at MML Investors Services and four years at Securian Financial Services, Andrew joined Sovran Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Sovran Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
FirmSovran Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$440,191
Advisors at the firm62
States licensed ?1 state
Services through Sovran Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSovran Advisors, LLCCurrent firm
- Aug 2022 – Mar 2024MML Investors Services, LLCPreviously
- 2018 – 2022Securian Financial Services, Inc.Previously
- 2018 – 2021CRI Securities, LLCPreviously
- 2016 – 2018Foresters Advisory Services, LLCPreviously
Contact Andrew
(619) 281-9890Sovran Advisors main office 3131 Camino Del Rio N. Suite 800San Diego, CA 92108Office · Get directions Firm websitewww.wealthadvisorysolutions.net
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- 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 Andrew
How do I contact Andrew?
Call Sovran Advisors at (619) 281-9890 and ask for Andrew Baker. Andrew works from the San Diego, CA office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Sovran Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew 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.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego