Matthew
Baker
Epic Trust Investment Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Baker is a financial advisor based in San Diego, California with a total of 5 years of industry experience. Baker currently works for Epic Trust Investment Advisors LLC. Throughout their career, they have worked at Creel Printing, Capital Choice Financial Services, Ccf Investments, Inc, Capital Choice Investment Advisers, Inc, Ameritas Investment Corp, The Guardian Financial, Epic Trust Investment Advisors LLC, Northwest Insurance Alliance, LLC and Jambi, LLC. Baker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Idaho, Louisiana, Nevada and Texas. Epic Trust Investment Advisors LLC is a business that has its headquarters in Richland, WA. The firm has a total of six employees. It oversees $249 million in assets under management across its 1,768 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,768 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Epic Trust Investment Advisors LLC performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Epic Trust Investment Advisors LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Epic Trust Investment Advisors LLC Brokerage Details
$248,895,688
6
1,768
$140,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Baker Work History
Matthew has been registered as a financial advisor for 5 years.*
Epic Trust Investment Advisors LLC
Northwest Insurance Alliance, LLC
Jambi, LLC
Capital Choice Investment Advisers, Inc
Ameritas Investment Corp
Ccf Investments, Inc
The Guardian Financial
Capital Choice Financial Services
Creel Printing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Epic Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Richland, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.