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Waymon Reuben Tipton

Robert W. Baird & Co. Inc.

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About Waymon Reuben Tipton

Waymon Reuben Tipton is a financial advisor with over 30 years of experience in the industry. Waymon is currently registered with Robert W. Baird & Co. Inc. and is licensed to provide investment advice in Tennessee, Alabama, Georgia, Ohio, Texas. Prior to joining Robert W. Baird & Co. Inc., Waymon was employed with J.J.B. HILLIARD, W.L. LYONS, LLC. Waymon holds the Series 3, 7, 24, 63, 65 and 66 securities licenses and is a Chartered Financial Analyst.

Firm Information

Waymon Tipton is currently registered with Robert W. Baird & Co. Inc.. Robert W. Baird & Co. Inc. is a corporation formed on December 29, 1919, and headquartered in Milwaukee, WI. The firm offers a comprehensive range of financial services, including investment banking, asset management, wealth management, and private equity. Baird serves a diverse client base, including individuals, families, corporations, institutions, and governments. The firm has over 3,000 employees and is registered with the SEC and all 50 states.
Robert W. Baird & Co. Inc.

777 E. WISCONSIN AVENUE

MILWAUKEE, WI 53202-5391

$287.51B

Assets Under Management

11,103

Total Clients

2,915

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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see schedule d

See schedule d

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Hard dollar payments for research

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Waymon Tipton’s Registration & Firm History

TN

10/18/2019 - Present

Robert W. Baird & Co. Inc. (NASHVILLE TN)

TN

06/25/2018 - 10/18/2019

J.J.B. HILLIARD, W.L. LYONS, LLC (Nashville TN)

TN

01/14/2013 - 04/01/2019

AVONDALE PARTNERS, LLC (NASHVILLE TN)

TN

07/16/2010 - 01/15/2013

STEPHENS (NASHVILLE TN)

TN

06/01/2009 - 07/22/2010

MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)

TN

04/04/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)

NY

08/15/2001 - 04/03/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

01/14/1994 - 08/21/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

06/25/1993 - 01/20/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

GA

07/27/1990 - 07/12/1993

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

NA

06/11/1986 - 07/27/1990

AMERISTAR CAPITAL MARKETS, INC.

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Licenses & Designations

BOTH

Issued 07/26/2001

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/15/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Waymon Reuben Tipton.
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