Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Davidson is a financial advisor at Robert W. Baird & Co. Inc. and has been in the industry since 2009. Russell has a strong track record of success in the financial services industry and is dedicated to providing clients with personalized financial advice. Russell holds Series 7, 65 and 66 licenses and has extensive experience in a variety of financial planning areas, including investment management, retirement planning, and estate planning. Russell is committed to helping clients reach their financial goals and providing them with the peace of mind that comes with knowing they are working with a trusted advisor.
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
VA
06/29/2012 - Present
Robert W. Baird & Co. Inc. (Lynchburg VA)
VA
04/08/2009 - 07/03/2012
WELLS FARGO ADVISORS, LLC (LYNCHBURG VA)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
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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