Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Park? Claim Your ProfilePark Ravenel Dougherty is a financial advisor with over 30 years of experience in the financial services industry. Park Dougherty is currently registered with Robert W. Baird & Co. Inc. and is licensed in multiple states. Park Dougherty specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Robert W. Baird & Co. Inc. Park Dougherty was a financial advisor with Wells Fargo Clearing Services, LLC and Citigroup Global Markets 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.
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
SC
09/28/2018 - Present
Robert W. Baird & Co. Inc. (Charleston SC)
SC
02/13/2009 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
SC
01/02/2002 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
GA
09/24/1985 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 05/22/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
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 Park Dougherty is the right advisor for you? Invested Better is here to help.
