Eric
Baker
Means Wealth Management
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About this Advisor
Eric Baker is a financial advisor based in Bangor, Maine with a total of 4 years of industry experience. Baker is an advisor for Means Wealth Management. Baker has gained experience at Atlas Financial Group, Ct Distributing, Lpl Financial LLC and Means Wealth Management. Baker maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in South Carolina. Means Wealth Management is a business that has its headquarters in Bangor, ME. The firm has offices in four locations and a total of 19 financial advisors. It has $744 million in assets across its 2,817 client accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to 15 charitable organizations. Of its 2,817 accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Means Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types charged by Means Wealth Management likely consist of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Means Wealth Management Brokerage Details
$743,799,162
19
2,817
$264,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Eric Baker Work History
Eric has been registered as a financial advisor for 4 years.*
Means Wealth Management
Means Wealth Management
Atlas Financial Group
Lpl Financial LLC
Ct Distributing
*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 Eric 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 Means Wealth Management
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Greenville, SC
Bangor, ME
Greenville, SC
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.
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