Robert W. Baird & Co. Inc
About this Advisor
Robert Reames is a financial advisor in Lexington, Kentucky. Currently an advisor with Robert W. Baird & Co. Inc, Reames has 10 years of work experience. Reames holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Reames can operate in Kentucky. Their career trajectory has included roles at University Of Kentucky, Chase Investment Services Corp, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Jjb Hilliard Wl Lyons LLC and Robert W. Baird & Co. Inc. Robert W. Baird & Co. Inc is located in Lexington, Kentucky, and operates out of 169 additional brick-and-mortar locations throughout the nation. As a firm, Robert W. Baird & Co. Inc manages $188 billion in assets covering 207,240 accounts and employs more than 3,651 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 107,620 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Robert W. Baird & Co. Inc can provide 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. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Robert Reames Work History
Robert has 10 years of experience.
Robert W. Baird & Co. Inc
Jjb Hilliard Wl Lyons LLC
Jp Morgan Securities LLC
Chase Investment Services Corp
Jp Morgan Chase Bank
University Of Kentucky
Robert Reames has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Robert W. Baird & Co. Inc