Patrick Paxton, financial advisor Cumming GA

Patrick Paxton

CRD Number: 1128118
Current Firm: Investment Planning Advisors

Patrick Paxton (CRD# 1128118) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Planning Advisors Cumming, GA Feb 2008 - Current 16
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Jan 2019 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Jan 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Patrick S. Paxton
Phone Number: 770-205-4394
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    240
    MILLIONS
  • Total Number of Accounts
    2,029
    ACCOUNTS
  • Average Account Value
    $118,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, LA, NC, SC, TN

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