Patricia Latimer
Patricia Latimer is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Murray, KY, with 31 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
1710 St Rte 121 N, Suite G, Murray, KY, 42071
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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.
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Patricia is the treasurer of a Woodmen Life fraternal society, spending minimal time on maintaining financial records. Patricia also owns and manages rental real estate, dedicating minimal time to maintenance, finances, and rent collection.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Invest Financial CorporationBroker
State Registrations30 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.