Unclaimed
Blair Coffman Martin is a financial advisor with Robert W. Baird & Co. Inc., based in Lexington, Kentucky. Blair has been in the financial industry since May 16, 2021. Blair has a broad range of experience, including roles at Pandora Media, Inc., Blend Labs, Inc., and Tempur-Sealy, Inc. Blair holds licenses in several states, including Florida, Kentucky and Texas. Blair offers financial planning and portfolio management services to individuals, businesses and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
09/08/2021 - Present
Robert W. Baird & Co. Inc. (Lexington KY)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Blair Martin is the right advisor for you? Invested Better is here to help.