AP
CFP
AP
CFP

Andrew Parker

23 Years of Experience
Columbia, TN
Broker

Andrew Parker is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbia, TN, with 23 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

500 W 7th Street, Columbia, TN, 38401

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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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Other Business Activities

Andrew is a member of The Parker Group LLC (rental real estate) and Westwerd Holdings, LLC (real estate/investments). He is also a board member for the Shaq Mason Foundation and an advisory board member for Maury Regional Health System, and an owner/landlord for Westwerd Holdings LLC and Gold Coast Shipping Company LLC.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2020 - Present · 5 yrs 8 mos
Robert W. Baird & CO. Incorporated
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2020 · 11 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2020 · 11 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - November 2008 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - November 2008 · 5 yrs 11 mos
State Registrations32 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.
Andrew Parker - Financial Advisor | TrueAdvisor