Joel Berg
Joel Berg is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, with 15 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
8333 Douglas Ave, Ste 1000, Dallas, TX, 75225
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Regulatory History (1)
Criminal
February 2001Other Business Activities
Joel is an officer (Treasurer) for the Assistance Center of Collin County, a non-profit organization, dedicating a few hours per week to reviewing budgets and financial statements. He also spends minimal time at Carter Financial Management, a support company.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Carter Advisory Services, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations23 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.