Brandon Carter
Brandon Carter is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Mt Vernon, WA, with 14 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
1404 East College Way, Suite 103, Mt Vernon, WA, 98273
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Unionbanc Investment Services, LLCBroker
Mcadams Wright Ragen, INC.Broker
State Registrations22 states
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