David Allen
David Allen is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in St. Louis, MO, with 58 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
Two City Place Drive, Suite 271, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business Activities
David is a non-participating part owner in Twiggs & Moss, a retail gift shop, and a general partner in Arthur LLC, a real estate investment property, spending minimal time on the latter. He is also the treasurer for Ordre Mondial Chapitre du Saint Louis-Argentier.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Lehman Brothers INC.Broker
Drexel Burnham Lambert IncorporatedBroker
R. Rowland & CO., IncorporatedBroker
State Registrations23 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.