RD
RD

Russell Davidson

16 Years of Experience
Lynchburg, VA
Broker

Russell Davidson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lynchburg, VA, with 16 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

5998 Boonsboro Road, Lynchburg, VA, 24503

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
June 2012 - Present · 14 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
April 2009 - July 2012 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
April 2009 - July 2012 · 3 yrs 3 mos
State Registrations33 states
ALARAZCACOCTDCDEFLGAHIILKSLAMAMDMEMIMTNCNJNVNYOHORPASCTNTXVAVTWAWV
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.
Russell Davidson - Financial Advisor | TrueAdvisor