DH
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David Housman

28 Years of Experience
Paducah, KY
Broker

David Housman is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Paducah, KY, with 28 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

4730 Village Square Drive, Suite 110, Paducah, KY, 42001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is involved in several outside business activities, including owning rental properties, serving as a board member for the McCracken County Planning and Zoning Commission, and being a partial owner of a music festival. He also works as a radio announcer and a consultant, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
January 2004 - October 2019 · 15 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
December 1997 - October 2019 · 21 yrs 10 mos
State Registrations26 states
ALARAZCACOFLGAILINKSKYLAMDMIMNMOMSNCNYOHPATNTXVAWVWY
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.