GT
CFP
GT
CFP

Gail Tway

16 Years of Experience
Louisville, KY
Broker

Gail Tway is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 16 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

500 West Jefferson St., Louisville, KY, 40202

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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

Gail serves as a fiduciary/co-trustee for her parents' trust alongside her sister. This activity requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
June 2017 - October 2019 · 2 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
May 2017 - October 2019 · 2 yrs 5 mos
Atlas Brown
October 2009 - February 2011 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, LLC
December 2008 - July 2009 · 7 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
November 2008 - July 2009 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 1997 - September 2000 · 2 yrs 11 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1990 - June 1993 · 2 yrs 7 mos
State Registrations1 state
KY
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.
Gail Tway - Financial Advisor | TrueAdvisor