Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tayler Johnson is a financial advisor at Robert W. Baird & Co. Inc. William has been in the industry since 1981 and has extensive experience in various financial sectors. William holds licenses in both broker-dealer and investment advisor roles, showcasing a comprehensive understanding of the financial landscape. William has a strong track record of providing professional and personalized financial guidance to individuals and institutions, working with a diverse range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. William is committed to building long-term relationships with clients and helping them achieve their financial goals.
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
12/04/2009 - Present
Robert W. Baird & Co. Inc. (Lynchburg VA)
VA
06/01/2009 - 12/18/2009
MORGAN STANLEY SMITH BARNEY (ROANOKE VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
VA
02/28/1990 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (LYNCHBURG VA)
NC
01/07/1986 - 03/10/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
12/19/1984 - 01/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/08/1981 - 11/19/1984
ANDERSON & STRUDWICK, INCORPORATED
IA
Issued 07/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/02/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1981
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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