William
Mccollum

Robert W. Baird & Co. Inc

CRD#1863478
Investment Advisor
in Charlotte, NC
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About this Advisor

William Mccollum is a certified financial planner who is based in Charlotte, North Carolina. Currently a registered advisor with Robert W. Baird & Co. Inc, Mccollum has 13 years of work experience. Mccollum holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Mccollum is able to work with investors in Florida, North Carolina and Texas. During their career, Mccollum has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Robert W. Baird. Robert W. Baird & Co. Inc is based out of Charlotte, North Carolina, and operates out of 81 additional offices in the nation. As a registered investment firm, Robert W. Baird & Co. Inc oversees $133 billion in assets across 137,293 accounts and retains more than 2,366 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 72,936 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Robert W. Baird & Co. Inc provides 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's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

4350 Congress St Suite 400
Charlotte, NC 28209

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$132,486,000,627

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

2,366

NC Average: 43
Total Number of Accounts

137,293

NC Average: 1,898
Average Account Size

$964,987

NC Average: $1,489,234

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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
  • Other

William Mccollum Work History

William has 13 years of experience.

2011 - Present (8 years)

Robert W. Baird

2009 - 2011 (2 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities,LLC

Disclosures

William Mccollum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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