Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Carlisle has been in the financial services industry since February 8, 1999. Landon is currently registered with Robert W. Baird & Co. Inc. and has previously worked with J.J.B. HILLIARD, W.L. LYONS, LLC. Landon is licensed to offer securities in 22 states and holds both series 7 and series 63 licenses. Landon is a well-rounded advisor with a strong track record and a diverse set of specializations, making Landon a valuable asset to investors seeking financial guidance.
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
TN
06/25/2020 - Present
Robert W. Baird & Co. Inc. (Murfreesboro TN)
TN
02/09/1999 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MURFREESBORO TN)
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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