Elizabeth
Moore

Robert W. Baird & Co. Inc

CRD#6324686
Investment Advisor
in Franklin, TN

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About this Advisor

Elizabeth Moore is a financial advisor operating in Franklin, Tennessee, with 3 years of industry experience. Moore is currently employed by Robert W. Baird & Co. Inc. Throughout their career, they have worked at Casa Volunteer, Nbc Securities, Inc and Baird. Moore holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Tennessee. Robert W. Baird & Co. Inc is a registered investment company based out of Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 financial advisors. It oversees $248 billion in total assets across its 316,065 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 customer accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets. The firm 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. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Robert W. Baird & Co. Inc may include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

725 Cool Springs Blvd, Suite 600
Franklin, TN 37067

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

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

4,071

TN Average: 43
Total Number of Accounts

316,065

TN Average: 1,898
Average Account Size

$783,985

TN 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

Elizabeth Moore Work History

Elizabeth has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Baird

2013 - 2020 (7 years)

Nbc Securities, Inc

2012 - 2013 (1 year)

Casa Volunteer

*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 Elizabeth Moore 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
Denise Stup
Denver, CO
Rebecca Schuster
Waukesha, WI
Katharine Christian
Houston, TX
Traci Bryson
Denver, CO
Kelly Heppe
Denver, CO
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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