LD
LD

Linda Davis

40 Years of Experience
Milwaukee, WI
Broker

Linda Davis is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Milwaukee, WI, with 40 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

777 East Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2011 - Present · 15 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - January 2011 · 4 yrs 5 mos
UBS Financial Services INC.Broker
August 2006 - January 2011 · 4 yrs 5 mos
Piper Jaffray & CO.Broker
November 2004 - August 2006 · 1 yr 9 mos
RBC Dain Rauscher INC.Broker
May 2000 - November 2004 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
December 1997 - May 2000 · 2 yrs 5 mos
Dain Bosworth IncorporatedBroker
September 1994 - December 1997 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
November 1993 - August 1994 · 9 mos
Painewebber IncorporatedBroker
May 1986 - August 1993 · 7 yrs 3 mos
E. F. Hutton & Company INCBroker
August 1985 - May 1986 · 9 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAIAILINKYMAMDMIMNMOMTNCNHNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV
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.
Linda Davis - Financial Advisor | TrueAdvisor