WILLIAM BAKER HERBERT is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with BALANCED WEALTH MANAGEMENT, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| BALANCED WEALTH MANAGEMENT, LLC. | 2025-02-07 | present | Yes |
| PARK AVENUE SECURITIES LLC | 2023-09-25 | 2025-02-03 | — |