Since 2018, Wayne Baxter has been working in One Capital Management situated 240, 240. This expert is a well-qualified Executive Director with over 42 years of work experience. According to Wayne's resume and work profile, Wayne has worked at more than five companies with diverse backgrounds and gained various skills. Wayne attended school at the Annapolis West Education Center from 1974 to 1978. This expert has professional certification as Elder Planning Counsellor and The Canadian Initiative For Elder Planning Studies and Wayne has studied English. Wayne Baxter can be found in Los Angeles, California – where this person currently lives. You can search for Wayne's contacts. We can also provide you additional contact information upon request.
Name variants:
Wayne Baxter
Last updated Jun 24, 2024
Contact Information
Last Update
Jun 30, 2022
Email
wb**@ipcc.org
Location
Los Angeles, CA
Company
Workplace
Colleagues
Work History
Executive Director
3075 Townsgate Rd SUITE 350, Westlake Village, CA 91361
I spent 20 years providing Investment & Wealth Management advice and services to clients in Canada. In 2012, I took advantage of the opportunity to become a Partner with OCM Advanced Plannin...
from Jan 2018
Financial Advisor and Wealth Management Specialist
Wayne Baxter is a Financial Advisor and Wealth Management Specialist. He is also the founder of The Baxter Team, one of one of the original practices within the Investment Planning Counsel. ...
Oct 1994 — Dec 2012
Co-Founder of Ocm Advanced Planning, Llc
Wayne Baxter is Investment Advisor Representative and Wealth Management Specialist. He is a Partner with OCM Advanced Planning, LLC (OCM AP) a Westlake Village, California wealth management ...
from Dec 2012
Education
1974 — 1978
1971 — 1974
Occupations
Executive
Chief Executive Officer
Partner
Financial Broker
Portfolio Manager
Lawyer
Fiduciary
Financial Consultant
Founder
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Trust Law Attorney
Lawyer
Financial Services Professional
Financial Services Sales Agent
Founding Member
Skills
Retirement Planning
Wealth Management
Financial Planning
Financial Advisory
Retirement
Estate Planning
Investments
Mutual Funds
Wealth
Investment Strategies
FAQs about Wayne Baxter
What is the main profession of Wayne Baxter?
This professional's job is Executive Director
What are the profession of Wayne?
These person's professions are Executive and Chief Executive Officer
Where does Wayne Baxter currently live?
Los Angeles, California is the place where Wayne Baxter lives
What is Wayne's email?
The professional's email is wb**@ipcc.org.
Where did Wayne Baxter work?
Wayne Baxter worked at One Capital Management, Llc, The Baxter Team Investment Planning Counsel.
What education does Wayne Baxter have?
Wayne studied at the Annapolis West Education Center from 1974 to 1978.
What are the certifications of Wayne Baxter?
Wayne received the following certifications: Elder Planning Counsellor and The Canadian Initiative For Elder Planning Studies.
What languages does Wayne Baxter speak?
Wayne Baxter speaks English.