David
Caillier
Robert W. Baird & Co. Inc
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About this Advisor
David Caillier is a financial advisor based in Mill Valley, California, with a total of 11 years of professional experience. Caillier is an employee of Robert W. Baird & Co. Inc. They have spent their complete employment at Robert W. Baird & Co. Inc. Caillier has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Robert W. Baird & Co. Inc is an advisory business that has its headquarters in Mill Valley, California. The firm has offices in 165 locations and a total of 3,744 financial advisors. It manages $276 billion in total assets among its 272,742 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 971 charitable organizations. Of its 272,742 client accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets. Robert W. Baird & Co. Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules are based on which service is provided. However, fee types billed by Robert W. Baird & Co. Inc likely consist of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$275,840,179,207
3,744
272,742
$1,011,359
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Caillier Work History
David has 11 years of experience.
Robert W. Baird
Disclosures
David Caillier has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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