Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Baxter is a financial advisor in Littleton, CO, with over 30 years of experience in the financial services industry. He is currently registered with TLG Advisors, Inc. and has been with the firm since 2020. John has held previous roles at firms such as Contemporary Financial Solutions, Inc. and Mutual Service Corporation. His background includes extensive experience in life, disability, and long-term care insurance, as well as investment-related services. John's expertise includes a range of financial planning services for individuals, businesses, and retirement plans. He is also a Chartered Financial Consultant.
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.
Placement of institutional funds
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.
A percentage of the total value of assets under management is charged.
1
2
CO
10/15/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
01/11/2007 - 12/03/2007
CONTEMPORARY FINANCIAL SOLUTIONS, INC. (PASADENA CA)
CA
01/14/2004 - 12/31/2006
MUTUAL SERVICE CORPORATION (PASADENA CA)
MA
02/20/1998 - 12/31/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
05/15/1990 - 12/18/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
08/12/1987 - 06/26/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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