Paul Mcwane
Paul Mcwane is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lynchburg, VA, with 32 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
5998 Boonsboro Road, Lynchburg, VA, 24503
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Regulatory History (1)
Criminal
December 1978Other Business Activities
Paul is a member of the Hill City Investment Club since 1995, dedicating minimal time. He is also a board member for Lynchburg Academy of Arts and Duneridge HOA, spending minimal time on each.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations38 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.