Logan Baxter (CRD# 7627177) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fulshear, TX and has 1 year of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5619901
J.p. Morgan Securities LLC
CRD# 1941926
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Austin, TX | Dec 2022 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Sep 2022 - Nov 2022 | < 1 |
| Unemployed | Austin, TX | Jul 2022 - Aug 2022 | < 1 |
| United States Gold Bureau | Leander, TX | Jul 2019 - Jul 2022 | 3 |
| University Of Texas At Austin | Austin, TX | Aug 2016 - Dec 2019 | 3 |
| Varsity Tutors | Austin, TX | Mar 2018 - Feb 2019 | < 1 |
| University Co-op | Austin, TX | Jul 2018 - Aug 2018 | < 1 |
| Harvest Market | Katy, TX | Nov 2017 - Jan 2018 | < 1 |
| Grace Fellowship Church | Katy, TX | May 2017 - Aug 2017 | < 1 |
| Walgreens | Katy, TX | Jun 2016 - Jun 2017 | 1 |
| University Of Texas At San Antonio | San Antonio, TX | Aug 2015 - Jun 2016 | < 1 |
| Randalls | Katy, TX | Jul 2014 - Aug 2015 | 1 |
| Ymca Of Greater Houston | Houston, TX | Jun 2013 - Aug 2015 | 2 |
| Cinco Ranch High School | Katy, TX | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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