DP
CFP
DP
CFP

Darrell Pesek

27 Years of Experience
Houston - Memorial City, TX
Broker

Darrell Pesek is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2013 - Present · 12 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2013 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2013 · 5 yrs 6 mos
A. G. Edwards & Sons, INC.
October 2002 - January 2008 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
November 1998 - January 2008 · 9 yrs 2 mos
State Registrations33 states
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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.
Darrell Pesek - Financial Advisor | TrueAdvisor