Courtney Baxter (CRD# 6881199) is an Investment Advisor Representative working at Commonwealth Financial Network in Douglas, WY and has over 2 years of experience in the finance industry.
CRD# 2202791
Commonwealth Financial Network
CRD# 6835221
Edward Jones
CRD# 5891258
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Mar 2022 - Current | 2 |
| Merritt Wealth Management | Douglas, WY | Mar 2022 - Current | 2 |
| Commonwealth Financial Network | San Diego, CA | May 2021 - Mar 2022 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2021 - May 2021 | < 1 |
| Edward Jones | Casper, WY | May 2015 - Dec 2020 | 5 |
| The University Of Wyoming | Laramie, WY | Aug 2019 - Aug 2020 | 1 |
| The University Of Wyoming | Laramie, WY | Jan 2020 - May 2020 | < 1 |
| Albany County School Distict | Laramie, WY | Jan 2020 - Mar 2020 | < 1 |
| Laramie Plains Federal Credit Union | Laramie, WY | Oct 2019 - Jan 2020 | < 1 |
| Northern Arizona University | Flagstaff, AZ | Aug 2017 - Jul 2019 | 1 |
| City Of Casper | Casper, WY | May 2013 - Jun 2019 | 6 |
| Casper College | Casper, WY | Sep 2014 - May 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- WY
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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