Elisabeth Labelle, financial advisor Towson MD

Elisabeth Labelle

CRD Number: 7076442
Current Firm: Robert W. Baird & Company Incorporated

Elisabeth Labelle (CRD# 7076442) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Towson, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Baird Milwaukee, WI Feb 2020 - Current 3
Betsy Labelle, LLC Wellington, FL Oct 2007 - Current 15
Raymond James And Associates - Prounlimited Palm Beach Gardens, FL Nov 2019 - Feb 2020 < 1
Raymond James Financial Services, Inc. Wellington, FL Feb 2019 - Oct 2019 < 1
Us Equestrian Federation Lexington, KY Jan 2018 - Oct 2018 < 1
Town-crier/wellington The Magazine Wellington, FL Jan 2013 - Oct 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Elisabeth B. Labelle
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • KY
  • MD
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    275,840
    MILLIONS
  • Total Number of Accounts
    272,742
    ACCOUNTS
  • Average Account Value
    $1,011,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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