Danny Baird, financial advisor Shreveport LA
83 score

Danny Baird

CRD Number: 1382394
Current Firm: J. W. Cole Advisors, Inc.

Danny Baird (CRD# 1382394) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Shreveport, LA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jul 2014 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Jul 2014 - Current 2
Providence Investments Shreveport, LA Jan 2006 - Current 10
First Allied Securities, Inc. Shreveport, LA May 2008 - Jun 2014 6
First Allied Advisory Services, Inc. Shreveport, LA May 2008 - Jun 2014 6
First Advisors, Inc. Shreveport, LA Jan 2007 - May 2008 1
Ffp Securities, Inc. Shreveport, LA Apr 1994 - May 2008 14
Ffp Advisory Services, Inc. Shreveport, LA Feb 1994 - Jan 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Danny C. Baird
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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