Robert W. Baird & Co. Inc
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About this Advisor
Brittney Goad is a financial advisor who works out of Mc Lean, Virginia, who has been in the financial industry for 11 years. Goad is currently employed by Robert W. Baird & Co. Inc. Over the course of their career, they have held roles at United Brokerage Services, Inc, United Bank, Darden Restaurants, West Virginia University and R W Baird. Goad maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland and Virginia. Robert W. Baird & Co. Inc is a firm that has its headquarters in Mc Lean, Virginia. The company has offices in 95 locations and a total of 2,622 advisors. It handles $140 billion in assets among its 156,595 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 725 charitable organizations. Of its 156,595 customer accounts, 24% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a wide set of services, such as 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. Fees charged by financial advisors vary depending on which services are provided. Fee types billed by Robert W. Baird & Co. Inc can be comprised of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Robert W. Baird & Co. Inc Brokerage Details
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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
Brittney Goad Work History
Brittney has 12 years of experience.
R W Baird
United Brokerage Services, Inc
West Virginia University
Brittney Goad has no disclosures.
Please visit their SEC profile for more details.
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