Robert W. Baird & Co. Inc
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About this Advisor
Kevin Phillips is a certified financial planner who works in Charlotte, North Carolina, who has been in the financial industry for 10 years. Phillips is an advisor for Robert W. Baird & Co. Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Robert W. Baird & Co. Inc. Phillips has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and North Carolina. Robert W. Baird & Co. Inc is a company headquartered in Charlotte, North Carolina. It has offices in 81 locations and a total of 2,366 employees. It oversees $133 billion in assets under management across its 137,293 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 644 charities and foundations. Of its 137,293 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a broad set 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 management usually vary depending on the financial services provided. Fee types billed by Robert W. Baird & Co. Inc can be comprised of any blend of 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
Kevin Phillips Work History
Kevin has 10 years of experience.
Robert W. Baird & Co. Inc
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Kevin Phillips has no disclosures.
Please visit their SEC profile for more details.