Taylor
Porter

Robert W. Baird & Co. Inc

CRD#6449584
Investment Advisor
in Lexington, KY

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About this Advisor

Taylor Porter is a financial advisor working in Lexington, Kentucky with a total of 4 years of industry experience. Porter currently works for Robert W. Baird & Co. Inc. Porter has gained experience at University Of Kentucky, Jjb Hilliard Wl Lyons LLC and Robert W. Baird & Co. Inc. Porter maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Kentucky and Texas. Robert W. Baird & Co. Inc is a registered investment firm that has its headquarters in Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 advisors. It handles $248 billion in total assets between its 316,065 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,212 charities and foundations. Of its 316,065 accounts, 25% belong to high-net-worth clients who have at least $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. Fees for financial advisory services are based on which services are provided. However, fees billed by Robert W. Baird & Co. Inc likely include some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63

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

100 W Main Street, Suite 500
Lexington, KY 40507

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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

Taylor Porter Work History

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

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2015 - Present (9 years)

Jjb Hilliard Wl Lyons LLC

2013 - 2014 (1 year)

University Of Kentucky

*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 Taylor Porter 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

Christine Congdon
Roseville, CA
Tracy Gardner
Grand Junction, CO
Samantha Bane
Milwaukee, WI
Matthew Leatherwood
Houston, TX
Katharine Christian
Houston, TX
Cortlandt Howell
Denver, CO
Rebecca Schuster
Waukesha, WI
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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