Jeffrey HaydenCRD Number: 6311330
Current Firm: Robert W. Baird & Company Incorporated
Jeffrey Hayden (CRD# 6311330) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Alpharetta, GA and has over 2 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Rw Baird||Alpharetta, GA||Nov 2019 - Current||2|
|Ubs Financial Services, Inc.||Alpharetta, GA||Apr 2014 - Nov 2019||5|
|Unemployed||Alpharetta, GA||Sep 2013 - Apr 2014||< 1|
|Hewlett Packard Company||Alpharetta, GA||May 1984 - Aug 2013||29|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management231,509MILLIONS
Total Number of Accounts235,782ACCOUNTS
Average Account Value$981,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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