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Tommy Marcus Collins

Robert W. Baird & Co. Incorporated

Lynchburg, VA

CRD 1248769

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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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-09-29
VA RA APPROVED 2010-01-08
  • TX RA
    APPROVED_RES
    Since 2017-09-29
  • VA RA
    APPROVED
    Since 2010-01-08

Branch Locations

5998 Boonsboro Road, Lynchburg, VA 24503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W. Baird Lynchburg VA 01/2010 Present
  • 01/2010 → Present
    Robert W. Baird
    Lynchburg, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-03
  • S66 Uniform Combined State Law Examination
    2006-07-03

View on SEC IAPD

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