Paul
Baird
Plan Group Financial, Inc
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About this Advisor
Paul Baird is a financial advisor based in Oklahoma City, Oklahoma, working with Plan Group Financial, Inc. Paul has previously held positions at American United Life, Oneamerica Securities, Southwest Financial Group, Allstate Insurance Co, Baird Resource Group, Levinson Real Estate, New Western, and Plan Group. Paul has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Paul is part of Plan Group Financial, Inc, which operates out of Oklahoma City, Oklahoma. The firm has 8 offices and 24 employees. The firm manages assets totaling $285.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Plan Group Financial, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plan Group Financial, Inc Brokerage Details
$285,471,604
24
2,536
$112,568
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Baird Work History
Plan Group
Levinson Real Eastate
New Western
Baird Resource Group
Allstate Insurance Co
American United Life
Oneamerica Securities
Southwest Financial Group
Disclosures
Please visit the SEC profile of Paul Baird 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 Plan Group Financial, Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Fort Smith, AR
Oklahoma City, OK
Oklahoma City, OK
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