Gerald Galbraith
Gerald Galbraith is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Abilene, TX, with 61 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
400 Pine St, Suite 710, Abilene, TX, 79601
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Regulatory History
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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Gerald is a managing member with 2% ownership in G & C Galbraith Inv. LP, a ranching and investment business, dedicating about 10-20% of his time. He is also a board member and treasurer of the Beefmaster Education Endowment Foundation, spending a few hours per week on duties such as attending meetings, fundraising, and overseeing investments.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Schneider, Bernet & Hickman, INC.Broker
State Registrations18 states
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.