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
|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
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