Danny Baird, financial advisor Shreveport LA
83 score

Danny Baird

CRD Number: 1382394
Current Firm: Blue Duck Wealth Management

Danny Baird (CRD# 1382394) is an Investment Advisor Representative working at Blue Duck Wealth Management in Shreveport, LA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Feb 2017 - Current 1
Blue Duck Wealth Management Shreveport, LA Nov 2016 - Current 1
Bb Wealthplans Shreveport, LA Aug 2016 - Current 1
J.w. Cole Financial, Inc. Tampa, FL Jul 2014 - Aug 2016 2
J.w. Cole Advisors, Inc. Tampa, FL Jul 2014 - Aug 2016 2
Providence Investments D/b/a Shreveport, LA Jan 2006 - Mar 2016 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
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: 800-250-5930
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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