James R Mccarty
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
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
11 years in the industry.
- Robert W. Baird & Co. IncorporatedMay 2024 to now
- Baird TrustFeb 2024 to now
- Mcnair LivingAug 2023 to Jan 2024
- Landfund PartnersAug 2022 to Jul 2023
- AlliancebernsteinMay 2022 to Jul 2022
- Valvoline Inc.May 2021 to Jan 2022
- Vanderbilt University Owen Graduate School of ManagementAug 2020 to May 2022
- Lexmark InternationalMay 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 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
- 6236304
- Firm CRD
- 8158