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CFP

William Barrow

Robert W. Baird & CO. Incorporated
41 Years of Experience
Houston - Memorial City, TX
1 DisclosureBroker
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William Barrow is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, with 41 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024

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History

Regulatory History (1)
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Regulatory
August 1988
Final
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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
July 2013 - Present · 13 yrs 3 mos
Robert W. Baird & CO. Incorporated
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2013 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2013 · 5 yrs 6 mos
A. G. Edwards & Sons, INC.
October 2002 - January 2008 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1990 - January 2008 · 17 yrs 10 mos
Lovett Underwood Neuhaus & Webb, INC.Broker
November 1989 - April 1990 · 5 mos
Underwood, Neuhaus & CO., IncorporatedBroker
March 1987 - November 1989 · 2 yrs 8 mos
Buchanan & CO., INC.Broker
February 1985 - March 1987 · 2 yrs 1 mo
State Registrations19 states
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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.
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