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Carol Meyer

21 Years of Experience
Louisville, KY
2 DisclosuresBroker

Carol Meyer is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 21 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 (2)
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Financial
September 2016
Final
Employment Separation After Allegations
August 2012
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2023 - Present · 2 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
March 2009 - August 2012 · 3 yrs 5 mos
Wells Fargo Advisors, LLC
March 2009 - August 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.
February 2004 - April 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2000 - April 2009 · 9 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 1994 - May 2002 · 7 yrs 7 mos
State Registrations31 states
ALAZCACOCTDCFLGAHIILINKSKYLAMDMIMNMONCNDNJNVNYOHORPATNTXVAWAWV
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.