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Angela Taylor

30 Years of Experience
Louisville, KY
Broker

Angela Taylor is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 30 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. 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, LLCBroker
May 2013 - October 2019 · 6 yrs 5 mos
J.J.B. Hilliard, W.L. Lyons, LLC
May 2013 - October 2019 · 6 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - May 2013 · 4 yrs 4 mos
Raymond James Financial Services
November 2007 - January 2009 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
February 2000 - May 2013 · 13 yrs 3 mos
J.C. Bradford & CO.Broker
July 1999 - March 2000 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 1996 - May 1999 · 3 yrs 4 mos
State Registrations36 states
ALAZCACOCTDCFLGAIAIDILINKYLAMAMDMIMNMOMSNCNENJNMNVNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.