Larry J Carter

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → Present
  Robert W. Baird & Co.
  Nashville, TN

Other Businesses

Name: Larry J Carter, CPA, PFS; Address: 1112 Vaughn Crest Drive, Franklin, TN 37069; Nature: LLC; Role: Owner; Start Date: 2/1/2013; Appx hrs: 50 hours/year; Hrs during trading: 0; Duties: Tax Preparation for non-Baird clients Name/Address: Carter Community Property Trust 1112 Vaughn Crest Drive Franklin TN 37069 Start Date: 7/7/25 Hours Spent: 1-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2001-01-12