Brady Baxter (CRD# 6780405) is an Investment Advisor Representative working at Principal Securities, Inc. in Bettendorf, IA and has over 3 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Bettendorf, IA | Nov 2020 - Current | 3 |
| Principal Securities Inc. | Bettendorf, IA | Nov 2020 - Current | 3 |
| Baxter Financial Services | Dewitt, IA | Apr 2017 - Nov 2020 | 3 |
| Springbrook Country Club | Dewitt, IA | Aug 2013 - Oct 2020 | 7 |
| University Of Iowa | Iowa City, IA | Jan 2018 - May 2020 | 2 |
| Central Dewitt High School | Dewitt, IA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- IA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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