Joshua BairdCRD Number: 6142921
Current Firm: Stifel, Nicolaus & Company, Incorporated
Joshua Baird (CRD# 6142921) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Longview, TX and has over 4 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
1st Global Advisors Inc.
Royal Alliance Associates, Inc.
|Stifel Nicolaus & Co Inc.||Longview, TX||Apr 2015 - Current||2|
|Edward Jones||St Louis, MO||Dec 2012 - Apr 2015||2|
|Us Army||Fort Hood, TX||Oct 2004 - Nov 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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