Katharine Christian
Katharine Christian is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, 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
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
945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Katharine owns two rental properties since 2008, acting as a landlord and handling property maintenance. She dedicates minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
LPL Financial LLCBroker
Bbva Compass Investment Solutions, INCBroker
Park Avenue Securities LLCBroker
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Citigroup Global Markets INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
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.