Lori Gervais
Lori Gervais is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in China, ME, with 22 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
China, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori owns and operates Western Road LLC, a rental property, dedicating a few hours per week. She also spends minimal time as an author of a finance-related book and as an LLC member of Winwood LLC and RLG LLC.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 states
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