Andrew Parker
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. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
500 W 7th Street, Columbia, TN, 38401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.
Exams
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