Brittney
Goad

Robert W. Baird & Co. Inc

CRD#6193109
Investment Advisor
in Mc Lean, VA

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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

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

1750 Tysons Blvd Suite 260
Mc Lean, VA 22102

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

VA Average: 43
Total Number of Accounts

156,595

VA Average: 1,898
Average Account Size

$895,664

VA Average: $1,489,234

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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
  • Other

Brittney Goad Work History

Brittney has 12 years of experience.

2016 - Present (4 years)

R W Baird

2013 - 2016 (3 years)

United Brokerage Services, Inc

2012 - 2013 (1 year)

United Bank

2011 - 2012 (1 year)

Darden Restaurants

2008 - 2011 (3 years)

West Virginia University

Disclosures

Brittney Goad has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Joshua Mills
Cedar Rapids, IA
Casi Jones
Seattle, WA
Ruben Rivas
Milwaukee, WI
Nicholas Gomez
Milwaukee, WI
Patrick Mcguire
Milwaukee, WI
Richard Tapke
Covington, KY
Brooke Bradshaw
Appleton, WI
Jennifer Le Clair-Bemis
Sheboygan, WI

This content was compiled from the SEC and FINRA.

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