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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 Baird is an experienced financial advisor with over 30 years of experience in the industry. John currently works with LPL Financial LLC, a well-established firm with a broad range of services and a significant client base. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining LPL Financial LLC, John worked with UBS Financial Services INC and UVEST Financial Services Group, INC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
05/01/2023 - Present
LPL Financial LLC (RIDGELAND MS)
MS
09/18/2014 - 11/23/2022
UBS FINANCIAL SERVICES INC. (Jackson MS)
MS
07/05/2011 - 09/22/2014
LPL FINANCIAL LLC (BROOKHAVEN MS)
MS
05/30/2002 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BROOKHAVEN MS)
NJ
04/21/1992 - 06/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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