Matthew Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Trust Investment Advisors LLC | Kennewick, WA | May 2018 - Current | 5 |
| Northwest Insurance Alliance, LLC | Kennewick, WA | May 2018 - Current | 5 |
| Jambi, LLC | Las Vegas, NV | Jan 2018 - Current | 6 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - May 2018 | < 1 |
| The Guardian Financial | Henderson, NV | May 2014 - May 2018 | 4 |
| Capital Choice Financial Services | Greensboro, GA | Sep 2013 - May 2018 | 4 |
| Capital Choice Investment Advisers, Inc. | Greensboro, GA | May 2017 - Jun 2017 | < 1 |
| Ccf Investments, Inc. | Greensboro, GA | May 2014 - Jun 2017 | 3 |
| Creel Printing | Las Vagas, NV | Sep 2002 - Feb 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- AZ
- CA
- ID
- LA
- NV
- TX
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts1,674ACCOUNTS
-
Average Account Value$165,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
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