LT
LT

Larry Telle

45 Years of Experience
Louisville, KY
Broker

Larry Telle is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 45 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.

Loading...

Location

4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241

Get directions

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.

Learn about disclosures →
Other Business Activities

Larry is involved in horse racing as a manager, dedicating a few hours per week. He also serves as a Power of Attorney for a relative, requiring minimal time, and is an owner/member of BuckHill LLC for tax and trademark filings, also requiring minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
December 2005 - October 2019 · 13 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 1980 - October 2019 · 39 yrs 1 mo
State Registrations23 states
ALARAZCACTFLGAILINKSKYMIMONCNJNYOHOKSCTNTXVAVT
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.
Larry Telle - Financial Advisor | TrueAdvisor