Robert
Reames

Robert W. Baird & Co. Inc

CRD#5166968
Investment Advisor
in Lexington, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

300 West Vine Street Suite 1100
Lexington, KY 40507

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$188,252,622,527

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

3,651

KY Average: 43
Total Number of Accounts

207,240

KY Average: 1,898
Average Account Size

$908,380

KY Average: $1,489,234

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Robert Reames Work History

Robert has 10 years of experience.

2019 - Present (2 years)

Robert W. Baird & Co. Inc

2015 - Present (6 years)

Jjb Hilliard Wl Lyons LLC

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2011 - 2015 (4 years)

Jp Morgan Chase Bank

2010 - 2011 (1 year)

University Of Kentucky

Disclosures

Robert Reames has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Beverly Vinch
Cleveland, OH
Ethan Dahlberg
Mequon, WI
Donna Hoff
Charleston, WV
Brooke Bradshaw
Appleton, WI
Michael Sullivan
Milwaukee, WI
Justin Ross
Charlotte, NC
Michael Parrott
Charlotte, NC
Robert Mccarron
Akron, OH

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started