Samuel Baker has been an investment adviser representative at Storehouse Financial since October 2026, and is not listed among the firm’s executive officers or direct owners. Samuel Baker holds a Bachelor of Science in Personal Financial Planning from the University of Missouri.
Storehouse Financial LLC is a Fort Worth, TX firm with $240M under management, 1,346 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Sam Baker is an Associate Financial Planner at Storehouse Financial, based in Fort Worth, TX. He formerly worked as a stockbroker and financial services representative at Charles Schwab.
- Storehouse Financial LLCCurrent– present · under a yearFort Worth, TX · Adviser representative · Firm CRD 140738
Investment adviser representative registrations
Samuel Baker is registered as an investment adviser representative in Texas, since October 2026.
- TexasSince 8 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 2025 |
| Series 7TO | General Securities Representative Examination | 31 October 2025 |
| SIE | Securities Industry Essentials Examination | 3 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Samuel Gerald Baker
- CRD
- 8089105
- Firm
- Storehouse Financial · CRD 140738
- Office
- 3200 RIVERFRONT DR., SUITE 204, Fort Worth, TX 76107
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- storehouse.com
Where does Samuel Baker work?
Samuel Baker is an investment adviser representative registered through Storehouse Financial LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Baker a financial advisor?
Yes. Samuel Baker has a current investment-adviser registration in Texas, through Storehouse Financial since October 2026.
How many years of experience does Samuel Baker have?
Samuel Baker has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Samuel Baker passed?
Samuel Baker has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2025.
Where is Samuel Baker based?
Samuel Baker’s registered office is in Fort Worth, TX.
Is Samuel Baker registered with FINRA?
No. Samuel Baker has no current broker registration.
How can I verify Samuel Baker’s record?
Search CRD 8089105 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Baker’s full registration record.
