Paul Ramsey (CRD# 7690598) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cookeville, TN and has 1 year of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baird (the Willowpointe Group) | Cookeville, TN | Jan 2023 - Current | 1 |
| C-fold, Inc. Dba Xpress Lube | Cookeville, TN | Apr 1994 - Current | 30 |
| Algood First Baptist Church, Inc. Dba Church On The Hill | Algood, TN | Jun 2005 - Jun 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- TN
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Other
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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