Preston
Baird
Engrave Wealth Partners, LLC
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About this Advisor
Preston Baird is a financial advisor based in Spring, Texas with 2 years of industry experience. Baird is an advisor for Engrave Wealth Partners, LLC. Over the course of their career, they have held roles at Engrave Wealth Partners, LLC, Sam Houston State University, Full Time Student, Integrated House Services, Berlin Food Factory, My Event Angels and Premium Fabrication. Baird holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Texas. Engrave Wealth Partners, LLC is a firm that has its headquarters in Spring, TX. It handles $664 million in total assets among its 1,215 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,215 accounts, 52% are held by high-net-worth clients who have at least $1 million in investable assets. Engrave Wealth Partners, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on the services offered. However, fees charged by Engrave Wealth Partners, LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Engrave Wealth Partners, LLC Brokerage Details
$664,447,002
7
1,215
$546,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Preston Baird Work History
Preston has been registered as a financial advisor for 2 years.*
Engrave Wealth Partners, LLC
Engrave Wealth Partners, LLC
Engrave Wealth Partners, LLC
Sam Houston State University
Sam Houston State University
Integrated House Services
Berlin Food Factory
My Event Angels
Premium Fabrication
Full Time Student
*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 Preston 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 Engrave Wealth Partners, LLC
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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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