Roland Baird
Roland Baird is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greenville, SC, with 28 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
700 E North St, Ste B, Greenville, SC, 29601
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roland is involved in several business activities, including selling insurance products like annuities, managing rental properties, photography, mortgage origination, and tax preparation/accounting through Roland M. Baird & Co. PA and Greene, Finney, Cauley, CPA's LLC, each taking about two-thirds of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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