Financial ADVSR advisor directory · SEC adviser records
Robert W. Baird & Co. Incorporated financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Robert W. Baird & Co. Incorporated office in Charlotte, A to Z.
The short answer
21 registered advisors work at Robert W. Baird & Co. Incorporated in Charlotte, out of 2,365 at the firm nationwide; it ranks number 36 in the city by advisors. 3 list the CFP designation and 20 are also registered broker representatives.
Robert W. Baird & Co. Incorporated advisors in Charlotte, A to Z
Every Robert W. Baird & Co. Incorporated advisor →- Laura C. BatsonCertified Financial Planner · Also a broker rep
- Isaac BradleyCertified Financial Planner
- John W. Floyd IIIAlso a broker rep
- Tracy L. GatesAlso a broker rep
- David J. GebhardtAlso a broker rep
- Drayton L. HendersonAlso a broker rep
- Landrum H. Henderson Jr.Also a broker rep
- Jonathan A. HugginsAlso a broker rep
- Campbell O. Jenkins IIIAlso a broker rep
- Thomas C. KernerAlso a broker rep
- John B. LipeAlso a broker rep
- Joseph A. LipeAlso a broker rep
- Robert L. McMillan IIAlso a broker rep
- Anthony M. MoffaCertified Financial Planner · Also a broker rep
- Ileana C. MusmanniAlso a broker rep
- Emily P. RectorAlso a broker rep
- Alison Rowe IglehartAlso a broker rep
- Gary A. Scott Jr.Also a broker rep
- Dawson M. ShirleyAlso a broker rep
- Harry B. Smith IIIAlso a broker rep
- Michael S. SpainhourAlso a broker rep
Robert W. Baird & Co. Incorporated advisors in every city and state →Robert W. Baird & Co. Incorporated: assets, clients and custodians →Baird news and advisor moves →Advisor Moves: who changed firms this week →
Robert W. Baird & Co. Incorporated advisors in other cities
Milwaukee, WI 379Louisville, KY 144Pittsburgh - Wexford, PA 65Seattle, WA 63Denver, CO 49Chicago, IL 48Waukesha, WI 44Nashville, TN 40Lexington, KY 38Evansville, IN 37Roseville, CA 34Grand Rapids, MI 33Scottsdale, AZ 33Towson, MD 30Cleveland, OH 27
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Robert W. Baird & Co. Incorporated have in Charlotte?
21 investment adviser representatives are registered at Robert W. Baird & Co. Incorporated offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,365 nationwide. 3 list the CFP designation and 20 are also registered as broker representatives.
Is Robert W. Baird & Co. Incorporated one of the largest advisor employers in Charlotte?
Robert W. Baird & Co. Incorporated ranks number 36 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Robert W. Baird & Co. Incorporated advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Robert W. Baird & Co. Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.