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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Baird is a financial professional with over 30 years of experience in the industry. John currently works with Cambridge Investment Research Advisors, Inc. in their Midlothian, VA office. John also works as an independent insurance agent for various insurance companies and has been an accountant, Certified Financial Planner, and Enrolled Agent in Richmond, VA since 1988. John is registered to provide investment advice in Arizona, Florida, Georgia, North Carolina, Tennessee, Virginia, and Wisconsin. John has a wide range of experience in helping clients with their financial goals, including financial planning, portfolio management, and insurance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
12/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (MIDLOTHIAN VA)
VA
12/07/2012 - 12/16/2013
SECURITIES AMERICA, INC. (GLEN ALLEN VA)
VA
04/20/1992 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (MIDLOTHIAN VA)
CT
11/18/1983 - 12/12/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 07/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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