Charles Fortenberry
Charles Fortenberry is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Siesta Key, FL, with 32 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
5259 South Temiami Trail, Siesta Key, FL, 34231
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Regulatory History (1)
Customer Dispute
November 2000Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 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.