Roland Baird, financial advisor Greenville SC

Roland Baird

CRD Number: 2930737
Current Firm: Avantax Advisory Services

Roland Baird (CRD# 2930737) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, SC and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Greene, Finney, Cauley, Cpa's LLC Greenville, SC Dec 2022 - Current 1
Roland M Baird, Mortgage Greenville, SC Nov 2019 - Current 4
Roland M Baird Rental Of Real Estate Greenville, SC Aug 2017 - Current 6
Baird Photography Greenville, SC Aug 2017 - Current 6
Avantax Insurance Agency, LLC Greenville, SC Jun 2017 - Current 7
Roland Baird Rental Property Greenville, SC Nov 2002 - Current 21
Roland M. Baird Greenville, SC May 1999 - Current 25
Mangr. Williams & North Assoc Greenville, SC Oct 1998 - Current 25
Avantax Advisory Services Greenville, SC Jan 1998 - Current 26
Avantax Investment Services, Inc. Greenville, SC Aug 1997 - Current 26
Roland M. Baird & Company Pa Greenville, TX Nov 1986 - Current 37
Roland M. Baird & Co Pa Cpa's Greenville, SC Sep 1986 - Current 37
Cox, Cauley, Richardson Cpa's LLC Greenville, SC Feb 2021 - Nov 2022 1
Personal Representative Greenville, SC Feb 2017 - Apr 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for Roland M. Baird
Phone Number: 972-870-6000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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