Angela
Taylor

Robert W. Baird & Co. Inc

CRD#2155708
Investment Advisor
in Louisville, KY

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About this Advisor

Angela Taylor is a financial advisor working out of Louisville, Kentucky with 4 years of relevant experience. Taylor is an advisor for Robert W. Baird & Co. Inc. The advisor has gained experience at J.J.B. Hilliard W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Taylor has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Kentucky. Robert W. Baird & Co. Inc is a registered investment company based in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 financial advisors. It handles $248 billion in total assets across its 316,065 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 1,212 charitable organizations. Of its 316,065 client accounts, 25% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs 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 fees vary depending on which services are provided. Fee types billed by Robert W. Baird & Co. Inc most likely are comprised of any blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

4803 Olympia Park Plaza, 4Th Floor, Suite 4000
Louisville, KY 40241

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

KY Average: $2,826,565,184
Total Number of Employees

4,071

KY Average: 43
Total Number of Accounts

316,065

KY Average: 1,898
Average Account Size

$783,985

KY Average: $1,489,234

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

Angela Taylor Work History

Angela has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2013 - Present (11 years)

J.J.B. Hilliard W.L. Lyons, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Angela Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Charles Schuman
Portland, ME
Kelly Maumenee
Hendersonville, NC
Deane Gauthier
Hendersonville, NC
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Chris Schliepp
Wausau, WI
Waymon Tipton
Nashville, TN
Angela Taylor
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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