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Lawrence Magid

38 Years of Experience
Dallas, TX
Broker

Lawrence Magid is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, with 38 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

8333 Douglas Ave, Ste 1000, Dallas, TX, 75225

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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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Other Business Activities

Lawrence is involved with the New Mexico Educational Retirement Board, managing the teacher retirement fund. He spends a few hours per week approving and denying investment proposals.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2014 - Present · 12 yrs 4 mos
Robert W. Baird & CO. Incorporated
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - January 2014 · 6 yrs
Wells Fargo Advisors, LLC
January 2008 - January 2014 · 6 yrs
A. G. Edwards & Sons, INC.
December 1994 - January 2008 · 13 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1994 - January 2008 · 13 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
October 1987 - November 1994 · 7 yrs 1 mo
State Registrations13 states
ARAZCAILINKSLANCNMOHTXUTWI
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.
Lawrence Magid - Financial Advisor | TrueAdvisor