Horace Owens
Horace Owens is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winter Park, FL, 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
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
300 Garfield Avenue, Suite 100, Winter Park, FL, 32789
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Regulatory History (2)
Customer Dispute
July 2003Customer Dispute
February 2002Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
International Assets Advisory CorporationBroker
Euro-Atlantic Securities INC.Broker
State Registrations26 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.