MV
MV

Mickie Vallandingham

29 Years of Experience
Louisville, KY
Broker

Mickie Vallandingham is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 29 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

4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241

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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
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
November 2017 - October 2019 · 1 yr 11 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 2017 - October 2019 · 1 yr 11 mos
Private Client Services, LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
Investment Centers of America, INC.Broker
August 2013 - May 2016 · 2 yrs 9 mos
Lincoln InvestmentBroker
August 2010 - August 2013 · 3 yrs
Great American Advisors, INC.Broker
July 2001 - August 2010 · 9 yrs 1 mo
Liberty Securities CorporationBroker
August 1998 - August 1998 · 0 mos
PNC Brokerage CORPBroker
June 1998 - July 1999 · 1 yr 1 mo
Independent Financial Securities, INC.Broker
January 1997 - August 1998 · 1 yr 7 mos
Natcity Investments, INC.Broker
June 1996 - June 1998 · 2 yrs
National City Investments CorporationBroker
May 1994 - June 1996 · 2 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, INC.Broker
March 1994 - May 1994 · 2 mos
State Registrations4 states
ALFLINKY
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.
Mickie Vallandingham - Financial Advisor | TrueAdvisor