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Eric Ord Baker

Means Wealth Management

Bangor, ME

Greenville, SC

CRD 7031831

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Employer firm

Means Wealth Management CRD 2748

$1.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-11-13
  • SC RA
    APPROVED
    Since 2019-11-13

Branch Locations

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

325 Augusta Street, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Financial Group Greenville SC 11/2018 10/2019
Ct Distributing Greenville SC 08/2009 10/2018
Lpl Financial Llc Greenville SC 11/2018 10/2019
Means Wealth Management Greenville SC 10/2019 10/2021
Means Wealth Management Greenville SC 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-26
  • S66 Uniform Combined State Law Examination
    2019-03-26
Other Names
  • Eric Baker

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

AUDREY M WOOD
PETER THOMAS BUZZINI
DUSTIN KYLE ROEDER

Nearby Offices

UBS FINANCIAL SERVICES INC. · BANGOR, ME
UBS FINANCIAL SERVICES INC. · BANGOR, ME
AMERIPRISE FINANCIAL SERVICES, LLC · Bangor, ME

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