Roland Milton Baird
Investment adviser representative at Cetera Investment Advisers LLC
40 yearsExperience
2 statesRegistered in
PFSDesignation
$256.8BFirm assets
Are you Roland Milton Baird? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Greene, Finney, Cauley, Cpa's LLCDec 2022 to now
- Roland M Baird, MortgageNov 2019 to now
- Baird PhotographyAug 2017 to now
- Roland M Baird Rental of Real EstateAug 2017 to now
- Roland Baird Rental PropertyNov 2002 to now
- Roland M. BairdMay 1999 to now
- Mangr. Williams & North AssocOct 1998 to now
- Roland M. Baird & Co. PaNov 1986 to now
- Roland M. Baird & Co Pa Cpa'sSep 1986 to now
- Cox, Cauley, Richardson Cpa's LLCFeb 2021 to Nov 2022
- Avantax Insurance Agency, LLCJun 2017 to Sep 2025
- Personal RepresentativeFeb 2017 to Apr 2018
- Avantax Advisory ServicesJan 1998 to Sep 2025
- Avantax Investment Services, Inc.Aug 1997 to Sep 2025
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2930737
- Firm CRD
- 105644