Patrick Paxton, financial advisor Miramar Beach FL
93 score

Patrick Paxton

CRD Number: 1128118
Current Firm: Cambridge Investment Research Advisors, Inc.

Patrick Paxton (CRD# 1128118) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Miramar Beach, FL and has over 33 years of experience in the finance industry.

Similar Advisors
David Barton, financial advisor Miramar Beach FL
David E. Barton
CRD# 1809099
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Bedsole, financial advisor Miramar Beach FL
Michael G. Bedsole
CRD# 2630833
Suntrust Advisory Services, Inc.
Score
96
Similar Advisors
Margaret McDowell, financial advisor Miramar Beach FL
Margaret R. McDowell
CRD# 2797603
Arbor Wealth Management, LLC
Score
96
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Current 7
Money Concepts Capital Corp. Palm Beach Gardens, FL Jun 2005 - Dec 2010 5
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: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Patrick Paxton and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.