Robert ReamesCRD Number: 5166968
Current Firm: Robert W. Baird & Company Incorporated
Robert Reames (CRD# 5166968) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 8 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|Robert W. Baird & Company Incorporated||Lexington, KY||Oct 2019 - Current||2|
|Jjb Hilliard Wl Lyons LLC||Louisville, KY||Dec 2015 - Current||6|
|Jp Morgan Securities LLC||Lexington, KY||Jan 2013 - Nov 2015||2|
|Jp Morgan Chase Bank||Lexington, KY||Jul 2011 - Nov 2015||4|
|Chase Investment Services Corp||Lexington, KY||Mar 2012 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management231,509MILLIONS
Total Number of Accounts235,782ACCOUNTS
Average Account Value$981,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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