PB
PB

Pamela Baird

34 Years of Experience
Huntsville, AL
3 DisclosuresBroker

Pamela Baird is a registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

305 Church Street Sw, Suite 620, Huntsville, AL, 35801

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010
Award / Judgment
Customer Dispute
February 2010
Dismissed
Customer Dispute
August 2009
Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 1999 - February 2013 · 13 yrs 6 mos
Morgan Keegan & Company, INC.Broker
November 1994 - February 2013 · 18 yrs 3 mos
Amsouth Investment Services, INC.Broker
November 1991 - November 1994 · 3 yrs
Central Brokerage Services, INC.Broker
June 1991 - August 1991 · 2 mos
State Registrations17 states
ALARAZCOFLGAILKYMSNCOHRISCSDTNTXVA
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.