Luke Baxter, financial advisor Boston MA
93 score

Luke Baxter

CRD Number: 5569377
Current Firm: Oakmont Partners, LLC

Luke Baxter (CRD# 5569377) is an Investment Advisor Representative working at Oakmont Partners, LLC in Boston, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Oakmont Partners, LLC Boston, MA Sep 2011 - Current 5
Compassionate Care Als Falmouth, MA Jul 2010 - Aug 2011 1
Fidelity Investments Institutional Services Company, Inc. Smithfield, RI Jul 2009 - Jun 2010 < 1
Unemployed Holliston, MA Dec 2008 - Jul 2009 < 1
Fidelity Investments Institutional Services Company, Inc. Smithfield, RI Jul 2008 - Dec 2008 < 1
Best Buy Boston, MA Nov 2005 - Jul 2008 2
Oakmont Partners, LLC Boston, MA Sep 2007 - May 2008 < 1
First Step Realty Brighton, MA Jan 2007 - Jul 2007 < 1
Tennessee's Bbq & Grill Milford, MA May 2006 - Sep 2006 < 1
Best Buy Framingham, MA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Luke S. Baxter
Phone Number: 617-227-3170
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $630,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, MA, NH, NY, RI, SC, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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