Timothy Baird (CRD# 6596327) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Williamsburg, VA and has over 6 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | Williamsburg, VA | Apr 2021 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Jan 2020 - Apr 2021 | 1 |
| Axa Advisors, LLC | New York, NY | Mar 2016 - Jan 2020 | 3 |
| Unemployed | Richmond, VA | Aug 2015 - Mar 2016 | < 1 |
| Dpm Logistics LLC | Glen Allen, VA | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- VA
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$187,468
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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