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JB

James O. Baxter

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CRD#: 1176297
JB

Professional summary


James Oakley Baxter JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, James had worked at 5 firms, which includes USLIFE EQUITY SALES CORP., LINSCO FINANCIAL GROUP INC., RADFORD CAPITAL CORPORATION, CARDELL & ASSOCIATES INCORPORATED, LEHMAN BROTHERS DISTRIBUTORS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Baxter Jr | Jim Baxter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 18, 1991 - February 13, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

January 15, 1987 - October 4, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

January 7, 1987 - January 15, 1987

RADFORD CAPITAL CORPORATION

BD
CRD#: 10480
Past

May 15, 1985 - June 10, 1986

CARDELL & ASSOCIATES, INCORPORATED

BD
CRD#: 7700
Past

January 5, 1984 - December 28, 1984

LEHMAN BROTHERS DISTRIBUTORS INC.

BD
CRD#: 8441

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/2/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


UE
USLIFE EQUITY SALES CORP.
USLIFE EQUITY SALES CORP.

CRD#: 7962 / SEC#: , 8-13882

BD
Terminated by SEC on 01/18/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/14/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


USLIFE EQUITY SALES CORP.

CRD#: 7962

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