Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Baxter is a registered investment advisor representative with Brookstone Capital Management LLC, located in Oakland, CA. Patricia has been in the financial services industry for over 20 years. She is also the CEO and owner of REAP Legacy, Inc., which provides insurance services for individuals and businesses. She holds the Series 63 and 65 licenses and focuses on financial planning, portfolio management, and providing educational seminars. Patricia is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
09/21/2016 - Present
Brookstone Capital Management LLC (Oakland CA)
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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