Jeffrey Main (CRD# 2284768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Martinsville, IN and has over 31 years of experience in the finance industry.
CRD# 1022482
Fifth Third Securities, Inc.
CRD# 5724984
Oneamerica Securities, Inc.
CRD# 4347325
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird & Company Incorporated | Martinsville, IN | Oct 2019 - Current | 4 |
| J.j.b. Hilliard W.l. Lyons | Martinsville, IN | Oct 2018 - Current | 5 |
| J.j.b. Hilliard, W.l. Lyons, Inc. | Martinsville, IN | Sep 1992 - Oct 2018 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
- IN
- TX
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- 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, VI, VT, WA, WI, WV, WY
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