Prescott Terrell
Prescott Terrell is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lynchburg, VA, with 30 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
5998 Boonsboro Road, Lynchburg, VA, 24503
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Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Prescott is an owner/member of MOT- SC LLC since March 2022, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
NationssecuritiesBroker
Signet Financial Services,inc.Broker
Wheat, First Securities, INC.Broker
Anderson & Strudwick, IncorporatedBroker
MML Investors Services, INC.Broker
Horner, Barksdale & CO.Broker
Scott & Stringfellow, INC.Broker
State Registrations36 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.