William Baxter (CRD# 2439579) is an Investment Advisor Representative working at Lpl Financial LLC in Theilman, MN and has over 27 years of experience in the finance industry.
CRD# 5611581
Hantz Financial Services, Inc.
CRD# 5594903
Raymond James Financial Services Advisors, Inc.
CRD# 5516121
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Theilman, MN | Jul 2020 - Current | 3 |
| Cetera Investment Services LLC | Saint Cloud, MN | Jun 2015 - Jul 2020 | 5 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2015 - Jul 2020 | 5 |
| Cetera Investment Services LLC | St. Cloud, MN | May 2014 - Jul 2020 | 6 |
| Homemaker | Theilman, MN | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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