Paul Baird (CRD# 6332529) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 9 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plan Group | Oklahoma City, OK | Mar 2023 - Current | 1 |
| New Western | Oklahoma City, OK | Aug 2022 - Feb 2023 | < 1 |
| Levinson Real Eastate | Oklahoma City, OK | Feb 2022 - Aug 2022 | < 1 |
| Baird Resource Group | Oklahoma City, OH | Mar 2017 - Feb 2022 | 4 |
| Allstate Insurance Co | Edmond, OH | Jan 2016 - Feb 2017 | 1 |
| Oneamerica Securities | Edmond, OK | May 2014 - Nov 2015 | 1 |
| American United Life | Edmond, OK | Feb 2014 - Nov 2015 | 1 |
| Southwest Financial Group | Edmond, OK | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- OK
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,536ACCOUNTS
-
Average Account Value$112,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, MO, NE, OK, TX
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