Lisa Press
Lisa Press is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sarasota, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
One Sarasota Tower Two North Tamiami Trail, Suite 1200, Sarasota, FL, 34236
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Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Lisa is an investment committee member for The Pines Foundation and All Faiths Food Bank, and a board member for Sarasota Circus Arts Conservatory. These activities require minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Heritage Capital Management INC
Resource Development International, LTD.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.