Preston Joseph Baird
Investment adviser representative at Captrust
16 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
Are you Preston Joseph 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 feePerformance-based
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
16 years in the industry.
- CaptrustJan 2024 to now
- Capfinacial Partners LLC (captrust)Jan 2024 to now
- Engrave Wealth Partners, LLCJan 2020 to Jan 2024
- Sam Houston State UniversitySep 2018 to May 2020
- Berlin Food FactoryAug 2018 to Dec 2019
- Integrated House ServicesAug 2018 to Dec 2019
- My Event AngelsJun 2018 to Nov 2018
- Premium FabricationJun 2018 to Nov 2018
- Full Time StudentSep 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7294375
- Firm CRD
- 175112