Roland Baird (CRD# 2930737) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, SC and has over 25 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
| 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 | 3 |
| Roland M Baird Rental Of Real Estate | Greenville, SC | Aug 2017 - Current | 5 |
| Baird Photography | Greenville, SC | Aug 2017 - Current | 5 |
| Avantax Insurance Agency, LLC | Greenville, SC | Jun 2017 - Current | 6 |
| Roland Baird Rental Property | Greenville, SC | Nov 2002 - Current | 20 |
| Roland M. Baird | Greenville, SC | May 1999 - Current | 24 |
| Mangr. Williams & North Assoc | Greenville, SC | Oct 1998 - Current | 24 |
| Avantax Advisory Services | Greenville, SC | Jan 1998 - Current | 25 |
| Avantax Investment Services, Inc. | Greenville, SC | Aug 1997 - Current | 25 |
| Roland M. Baird & Company Pa | Greenville, TX | Nov 1986 - Current | 36 |
| Roland M. Baird & Co Pa Cpa's | Greenville, SC | Sep 1986 - Current | 36 |
| 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 |
- SC
-
Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
-
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.