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Gary Hugh Baird

Southeast Investments, N.c., Inc.

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About Gary Hugh Baird

Gary Hugh Baird is a registered representative with Southeast Investments, N.c., Inc. in Charlotte, North Carolina. Gary has been in the securities industry since August 22, 1986. Gary also previously worked for Fortune Financial Services, Inc., Financial Network Investment Corporation, Blue Vase Securities, LLC, Lifemark Securities Corp., and NYLIFE Securities Inc. Gary's experience and expertise focus on providing financial planning and portfolio management services to individual and business clients.

Firm Information

Gary Baird is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Offer products as a b/d on a commission basis

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Gary Baird’s Registration & Firm History

NC

12/11/2012 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

VA

03/22/2006 - 12/31/2012

FORTUNE FINANCIAL SERVICES, INC. (BRACEY VA)

CA

10/24/2005 - 03/20/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

PA

09/11/2002 - 10/24/2005

BLUE VASE SECURITIES, LLC (WASHINGTON PA)

NY

07/20/1999 - 10/04/2002

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

NY

07/25/1986 - 06/21/1999

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/23/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Hugh Baird.
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