James Baird, financial advisor Portage MI

James Baird

CRD Number: 5041143
Current Firm: Plante Moran Financial Advisors

James Baird (CRD# 5041143) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has 1 year of experience in the finance industry. James Baird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plante Moran Financial Advisors Portage, MI Jan 1999 - Current 22
Plante & Moran Pllc Kalamazoo, MI Jan 1994 - Current 27

James Baird has no recent exams reported.
Contact Info for James M. Baird
Phone Number: 248-352-2500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    18,268
    MILLIONS
  • Total Number of Accounts
    14,315
    ACCOUNTS
  • Average Account Value
    $1,276,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI

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