Roland Baird is a PFS-designated registered investment advisor, based in Greenville, SC, with 28 years of industry experience. Roland is also registered as a broker, so some compensation may come from commissions on products sold.
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
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
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