PB
Philip Baker
CRD 7137849
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Ep Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| United Steelworkers | PRESIDENT | $2.3K | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗