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Inactive

Philip Baker

Ep Wealth Advisors

Atlanta, GA

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-11
  • CA RA
    APPROVED
    Since 2024-10-11

Branch Locations

1355 Peachtree Street Suite 1700, Atlanta, GA 30309 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
School Athens GA 08/2015 05/2019
Lge Community Credit Union Marietta GA 06/2018 07/2018
Lge Community Credit Union Marietta GA 12/2018 05/2019
Yeomans Consulting Group Marietta GA 06/2019 12/2020
Cornercap Wealth Advisors Atlanta GA 01/2021 09/2024
Ep Wealth Advisors, Llc Atlanta GA 09/2024 Present
  • 08/2015 → 05/2019
    School
    Athens, GA
  • 06/2018 → 07/2018
    Lge Community Credit Union
    Marietta, GA
  • 12/2018 → 05/2019
    Lge Community Credit Union
    Marietta, GA
  • 06/2019 → 12/2020
    Yeomans Consulting Group
    Marietta, GA
  • 01/2021 → 09/2024
    Cornercap Wealth Advisors
    Atlanta, GA
  • 09/2024 → Present
    Ep Wealth Advisors, Llc
    Atlanta, GA
Designations

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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