R. Lance Baker, CPFA in

R. Lance Baker, CPFA

Examiner · DISC type cs
Financial Advisor/Branch Manger, RJFS President, The Advisors at The Advisors | Raymond James
📍 Oklahoma City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Financial Advisor/Branch Manger, RJFS President, The Advisors
Location
Oklahoma City Metropolitan Area, United States
Personality Overview

How R. shows up

Late Adopter
Status Quo Seeker
Overcautious

They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics R. cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2015
Financial Advisor/Branch Manger, RJFS President, The Advisors
The Advisors | Raymond James
10-2008 - 1-2015
Branch Manager, First Vice President/Investments - Stifel
Stifel Financial Corp.
8-1998 - 10-2008
Branch Manager/First Vice President/Investments
A.G. Edwards/Wachovia
7-1995 - 8-1998
Taxable Bond Trader
A.G. Edwards
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1995
Business Administration - Finance Concentration
Westminster College (MO)
1991 - 1992
Business
Union University
1987 - 1991
Education details unavailable
Fulton High
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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TRANSLATOR
FIDELITY MORTGAGE
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