Patricia Latimer, financial advisor Murray KY

Patricia Latimer

CRD Number: 2541023
Current Firm: Robert W. Baird & Company Incorporated

Patricia Latimer (CRD# 2541023) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Murray, KY and has over 29 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Robert W Baird & Company Murray, KY Jan 2022 - Current 2
Raymond James & Associates, Inc. Murray, KY Feb 2013 - Jan 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Patricia A. Latimer
Phone Number: 414-765-3500
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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