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Robert Lance Baker

PPB ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania
SIE, Series 3, Series 27, Series 28, Series 34, Series 99TOCFAClean recordPPB ADVISORS, LLC
300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 5503485Firm CRD# 152303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lance Baker · WEST CONSHOHOCKEN, PA
Registration
CRD #5503485 · PPB ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 27
Series 28
Series 34
Series 99TO
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PPB ADVISORS, LLC
CRD 152303 · SEC 801-96194
AUM
$2.8B
Regulatory assets under management
Employees
35
68 client accounts
Services offered by PPB ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PPB ADVISORS, LLC →
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Frequently Asked Questions

What services does Robert Lance Baker offer?
Robert Lance Baker specializes in Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Robert Lance Baker's credentials?
Robert Lance Baker holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Lance Baker located?
Robert Lance Baker is based in WEST CONSHOHOCKEN, Pennsylvania, working with PPB ADVISORS, LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Robert Lance Baker charge for services?
Robert Lance Baker's firm is compensated through percentage of aum, other: privately managed funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PPB ADVISORS, LLC?
PPB ADVISORS, LLC has approximately 35 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WEST CONSHOHOCKEN, PA
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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
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