Patricia Baxter, financial advisor Oakland CA

Patricia Baxter

CRD Number: 1060996
Current Firm: Brookstone Capital Management LLC

Patricia Baxter (CRD# 1060996) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Oakland, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Reap Legacy, Inc. Oakland, CA Apr 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Patricia L. Baxter
Phone Number: 630-653-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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