Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baxter? Claim Your ProfileBaxter Starnes is a financial advisor with LPL Financial LLC. Baxter is licensed in Florida and North Carolina. Baxter has been in the financial services industry since 2000. Baxter also works as a CPA and has a real estate rental business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
08/07/2006 - Present
LPL Financial LLC (GREENSBORO NC)
VT
06/01/2004 - 11/04/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
GA
04/12/2002 - 03/04/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/14/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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