Robert W. Baird & Co. Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
William Mccollum Work History
William has 13 years of experience.
Robert W. Baird
Wells Fargo Advisors LLC
William Mccollum has no disclosures.
Please visit their SEC profile for more details.