Andrew Atkinson
Andrew Atkinson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, 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
945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Andrew is an owner/member of 100 Wilcrest LLC, a racehorse investment, and Smithdale Creek LLC, a rental property. He spends minimal time on each of these non-investment related activities.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations29 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.