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Gary Richards

33 Years of Experience
Steubenville, OH
1 DisclosureBroker

Gary Richards is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Steubenville, OH, with 33 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

200 Stanton Blvd, Suite 40, Steubenville, OH, 43952

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History

Regulatory History (1)
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Customer Dispute
December 2016
Settled
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, LLC
October 2007 - October 2019 · 12 yrs
J.J.B. Hilliard, W.L. Lyons, LLCBroker
May 1992 - October 2019 · 27 yrs 5 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILINKYMAMDMIMNMONCNENJNVNYOHOKPARISCTNTXUTVAWV
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.