Financial Counsel
40yrs
Top advisor by experience in Surprise
11yrs
Lance Baxter
Financial advisor at Edward Jones
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 54% of advisors at Edward Jones
Office15331 W Bell Rd Suite 320, Surprise, AZ 85374
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Edward Jones at 314-515-2000 and ask for Lance Baxter. Lance works from the Surprise, AZ office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2015, about 11 years. More experience than 54% of advisors at Edward Jones.
What licenses does Lance hold?
Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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