Paul Brick
Paul Brick is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ashburn, VA, with 21 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
20130 Lakeview Center Plaza Suite 400, Ashburn, VA, 20147
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Regulatory History (1)
Customer Dispute
January 2002Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Previous Registrations
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State Registrations2 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.