Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert King is a financial advisor with Robert W. Baird & Co. Inc., located in Lexington, KY. Robert has been in the industry for over 20 years and has been with the firm since March 2021. Robert is a Chartered Financial Analyst and has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7TO). Robert is registered as an Investment Advisor Representative (IAR) in Kentucky. Prior to Robert's current role, Robert held positions at Central Bank & Trust, Unified Trust Company, and J.P.Morgan Securities 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
KY
06/29/2021 - Present
Robert W. Baird & Co. Inc. (Lexington KY)
KY
11/20/2008 - 12/24/2008
J.P.MORGAN SECURITIES INC. (LEXINGTON KY)
KY
02/02/2007 - 11/05/2008
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
OH
10/13/2004 - 10/18/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/30/2000 - 10/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
BC
Issued 05/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
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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