Unclaimed Profile

Robert Lance Baker

PPB ADVISORS, LLC·WEST CONSHOHOCKEN, Pennsylvania

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Robert Lance Baker is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with PPB ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PPB ADVISORS, LLC

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PPB ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: PRIVATELY MANAGED FUNDS

Regulatory

SEC/IARD CRD# 5503485

Firm CRD# 152303

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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