Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
2yrs
Brandon Baxter
Financial advisor at LPL Financial
Brandon Baxter has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Columbus, Ohio. After less than a year at Cuso Financial Services and a year at Huntington Financial Advisors, Brandon joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5555 Renner Road, Columbus, OH 43228
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- Jan 2025 – May 2025Cuso Financial Services, L.P.Previously
- Jul 2024 – Jan 2025The Huntington Investment CompanyPreviously
Contact Brandon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Brandon. 5555 Renner RoadColumbus, OH 43228Office · Get directions Facebook pageLPL Financial
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Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Brandon
How do I contact Brandon?
Call LPL Financial at (704) 733-3300 and ask for Brandon Baxter. Brandon works from the Columbus, OH office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Brandon hold?
Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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