RF
CFP
RF
CFP

Rudolf Fernandez

43 Years of Experience
Tampa, FL
1 DisclosureBroker

Rudolf Fernandez is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Tampa, FL, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

201 North Franklin St., Suite 3000, Tampa, FL, 33602

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History

Regulatory History (1)
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Customer Dispute
August 1998
Withdrawn
Other Business Activities

Rudolf owns multiple rental properties and is on the board of directors for the University Club, where he is a check-signer. He is also a board member and finance committee advisor for Kiwanis Tampa.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2000 - Present · 25 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
August 2000 - Present · 25 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2002 - August 2003 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
February 1993 - August 2000 · 7 yrs 6 mos
George K. Baum & CompanyBroker
January 1992 - February 1993 · 1 yr 1 mo
Painewebber IncorporatedBroker
June 1989 - January 1992 · 2 yrs 7 mos
Drexel Burnham Lambert IncorporatedBroker
February 1988 - June 1989 · 1 yr 4 mos
L. F. Rothschild & CO. IncorporatedBroker
June 1986 - February 1988 · 1 yr 8 mos
E. F. Hutton & Company INCBroker
March 1983 - June 1986 · 3 yrs 3 mos
State Registrations43 states
AZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.