Kevin Baird, financial advisor Scottsdale AZ

Kevin Baird

CRD Number: 2087678
Current Firm: United Planners' Financial Services Of America A Limited Partner

Kevin Baird (CRD# 2087678) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Vacation Rental Home Carpinteria, CA Aug 2021 - Current 2
Rental Home Colorado Springs, CO Sep 2020 - Current 3
United Planners' Financial Services Scottsdale, AZ Jul 2011 - Current 12
Kevin Baird Santa Barbara, CA Mar 2011 - Current 13
Baird Wealth Strategy Group Santa Barbara, CA Mar 2011 - Current 13
Baird Wealth Strategy Group LLC Santa Barbara, CA Feb 2011 - Current 13
Baird Wealth Stratigies Group Santa Barbara, CA Jan 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin G. Baird
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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