![Laurie Beth Baird, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
Laurie Beth Baird (CRD# 7425271) is an Investment Advisor Representative working at Cerity Partners LLC in Louisville, KY and has 1 year of experience in the finance industry. Laurie Beth Baird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Colleen Abate, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 6729610
Lpl Financial LLC
![Neil Abney, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 4035401
Ameriprise Financial Services, LLC
![Ethan Adams, financial advisor Louisville KY](/img/ws/profile-blank-sq.png)
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Cerity Partners | Louisville, KY | Apr 2023 - Current | 1 |
Argi Investment Services, LLC | Louisville, KY | Nov 2022 - Apr 2023 | < 1 |
Dmlo Wealth Management LLC | Louisville, KY | Aug 2021 - Nov 2022 | 1 |
Deming, Malone, Livesay & Ostroff, P.s.c. (dba "dmlo Cpas") | Louisville, KY | Aug 2019 - Nov 2022 | 3 |
David Randall Investments, LLC | Louisville, KY | May 2019 - Nov 2022 | 3 |
Lbc Properties, LLC | Louisville, KY | Feb 2017 - Nov 2022 | 5 |
Pnc Wealth Management | Louisville, KY | Aug 2013 - Aug 2019 | 6 |
- KY
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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