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Andrew Kelly Baird

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is the President of Baird Appraisals, Inc., where he performs real estate appraisals, dedicating about a quarter of his time. He also works full-time as a financial professional with Thoroughbred Asset Management and spends minimal time selling life and health insurance.

Employment History
Current Registrations
Gwn Securities INC.
July 2017 - Present · 8 yrs 7 mos
Gwn Securities INC.Broker
July 2017 - Present · 8 yrs 7 mos
State Registrations3 states
INKYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Kelly Baird - Financial Advisor | TrueAdvisor