Kalen Baxter
Kalen Baxter is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Towson, MD, with 28 years of industry experience. Kalen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1122 Kenilworth Dr, #305, Towson, MD, 21204
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Kalen provides financial planning and asset management services through Private Advisor Group since 2012, dedicating about a quarter of his time to this. He also works as an insurance agent selling fixed insurance products since 2017.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Intersecurities, INC.
Intersecurities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.