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CFP
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CFP

Todd Baird

LPL Financial LLC
28 Years of Experience
Tigard, OR
3 DisclosuresBroker
View SEC Summary
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Todd Baird is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tigard, OR, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

LPL Financial LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Tigard, OR

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2004
Denied
Customer Dispute
March 2004
Denied
Customer Dispute
July 2001
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd works as an Investment Advisor Representative (IAR) for Financial Advocates Investment Management, dedicating full-time hours to this role. He also has Next Steps Wealth Management, LLC for tax/investment purposes and as a DBA for his LPL business, each also consuming full-time hours.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 10 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Financial Advocates Investment Management
September 2021 - August 2025 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLC
August 2016 - October 2021 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - October 2021 · 5 yrs 2 mos
Wells Fargo Advisors, LLC
August 2016 - August 2016 · 0 mos
U.S. Bancorp Investments, INC.Broker
April 2010 - August 2016 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.
April 2010 - August 2016 · 6 yrs 4 mos
Chase Investment Services CORP.Broker
May 2009 - April 2010 · 11 mos
Chase Investment Services CORP.
May 2009 - April 2010 · 11 mos
Wamu Investments, INC.
May 2008 - May 2009 · 1 yr
Wamu Investments, INC.Broker
May 2008 - May 2009 · 1 yr
CUNA Brokerage Services, INC.
October 2005 - May 2008 · 2 yrs 7 mos
CUNA Brokerage Services, INC.Broker
October 2005 - May 2008 · 2 yrs 7 mos
Cuso Financial Services, L.P.
July 2005 - September 2005 · 2 mos
Cuso Financial Services, L.P.Broker
February 2005 - September 2005 · 7 mos
Wm Financial Services, INC.Broker
April 2004 - February 2005 · 10 mos
Banc of America Investment Services, INC.Broker
February 2004 - February 2004 · 0 mos
Wm Financial Services, INC.Broker
August 1999 - April 2004 · 4 yrs 8 mos
Pruco Securities CorporationBroker
February 1998 - August 1999 · 1 yr 6 mos
State Registrations7 states
AZCONMOHORSCWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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