Todd BairdCRD Number: 5320358
Current Firm: Transamerica Financial Advisors, Inc.
Todd Baird (CRD# 5320358) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centerville, OH and has over 9 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|Dakota-consulting, Inc.||Silver Spring, MD||Jul 2017 - Current||< 1|
|Transamerica Financial Advisors, Inc.||Centerville, OH||Jul 2015 - Current||2|
|World Financial Group, Inc.||Centerville, OH||Jun 2015 - Current||2|
|Array Information Technology||Greenbelt, MD||Jul 2009 - Current||8|
|Logistics Resources Inc.||Wichita, KS||Feb 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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