Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McMahan is a financial advisor with Robert W. Baird & Co. Inc., with over 9 years of experience in the financial services industry. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses and institutions. Joseph has previously held positions at Merrill Lynch, UBS Financial Services Inc. and PNC Investments.
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
11/13/2023 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
06/15/2020 - 11/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
08/20/2015 - 04/12/2019
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
07/23/2014 - 10/07/2014
PNC INVESTMENTS (CRESTWOOD KY)
DC
07/31/2013 - 02/26/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
KY
01/01/2013 - 04/26/2013
BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)
BOTH
Issued 01/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph McMahan is the right advisor for you? Invested Better is here to help.
