Richard Baird, financial advisor Saint George UT

Richard Baird

CRD Number: 725907
Current Firm: Drive Wealth Advisers

Richard Baird (CRD# 725907) is an Investment Advisor Representative working at Drive Wealth Advisers in Saint George, UT and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Drive Wealth Management, LLC Lehi, UT Sep 2017 - Current 6
Holly Street Wealth Advisors St. George, UT Apr 2017 - Sep 2017 < 1
Yellowstone Partners, LLC Park City, UT Jan 2010 - Apr 2017 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Richard K. Baird
Phone Number: 801-901-6150
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    2,017
    MILLIONS
  • Total Number of Accounts
    3,750
    ACCOUNTS
  • Average Account Value
    $537,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, MO, NE, NM, NV, NY, OR, TX, UT, VA, WA, WY

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