Alan Brookshire
Alan Brookshire is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Asheville, NC, 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
79 Woodfin Place, Suite 100, Asheville, NC, 28801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan serves as a director at Cane Creek Cycling Components, advising on corporate strategy and dedicating minimal time. He is also a passive investor in First 79 LLC (commercial real estate) and an owner/member of LCB Ventures, spending minimal time on each.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Stanford Group CompanyBroker
Stanford Group Company
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Round Hill Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations31 states
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