Lisa Doche
Lisa Doche is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Scottsdale, AZ, with 41 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
14648 N Scottsdale Rd, Ste 175, Scottsdale, AZ, 85254
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Regulatory History (1)
Customer Dispute
July 2000Other Business Activities
Lisa is a board member of Sandflower HOA since August 2022, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Bateman Eichler, Hill Richards, IncorporatedBroker
Boettcher & Company, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations39 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.