professional profile
William Baker Herbert
Overview
William Baker Herbert is an insurance agent and an investment adviser representative based in Winchester, MA, with 4 years in the industry.
- Years in the industry
- 4
- States licensed
- 13
- States registered
- 2
- Carrier appointments
- 4
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 13 states
- Registered in 2 states
4 lines of authority, with every state and its dates
Firms
- Balanced Wealth Management, LLC.Current firm
Employment history since 2023
Carriers
4 active carrier appointments
Book and practice
Firm assets under management on file
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