Luke BaxterCRD 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
Total Assets Under Management209MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$630,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, MA, NH, NY, RI, SC, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.