Roland Baird (CRD# 2930737) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, SC and has over 27 years of experience in the finance industry.
CRD# 2139689
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2209619
Edward Jones
CRD# 4741822
Angelroyce Wealth Advisors, 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 | 4 |
| Roland M Baird Rental Of Real Estate | Greenville, SC | Aug 2017 - Current | 7 |
| Baird Photography | Greenville, SC | Aug 2017 - Current | 7 |
| 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 | 26 |
| Avantax Advisory Services | Greenville, SC | Jan 1998 - Current | 26 |
| Avantax Investment Services, Inc. | Greenville, SC | Aug 1997 - Current | 27 |
| Roland M. Baird & Company Pa | Greenville, TX | Nov 1986 - Current | 37 |
| Roland M. Baird & Co Pa Cpa's | Greenville, SC | Sep 1986 - Current | 38 |
| 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
- TX
-
Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- 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
- Pension consulting services
- 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
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