Waymon Tipton
Waymon Tipton is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 34 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
1600 West End Ave, Suite 1100, Nashville, TN, 37203
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Waymon is involved in several investment-related activities, including a family partnership, car washes, real estate development, community banking, venture capital, and energy partnerships. These activities require minimal time each month.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Avondale Partners, LLCBroker
Avondale Partners, LLC
Stephens
StephensBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
The Robinson-Humphrey Company INC.Broker
Ameristar Capital Markets, INC.Broker
State Registrations6 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.