Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
1yr
James Baker
Financial advisor at Valic Financial Advisors
James Baker has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Houston, Texas. James joined Valic Financial Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2919 Allen Parkway 9th Floor - Retirement Education Center, Houston, TX 77019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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
- Jan 2026 – nowValic Financial Advisors, Inc.Current firm
Contact James
(866) 544-4968Valic Financial Advisors main office 2919 Allen Parkway 9th Floor - Retirement Education CenterHouston, TX 77019Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About James
How do I contact James?
Call Valic Financial Advisors at (866) 544-4968 and ask for James Baker. James works from the Houston, TX office.
How long has James been a financial advisor?
James has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James 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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