Unclaimed Profile

Robert Miller Baird

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION·LAKE OSWEGO, Oregon

Series 6, Series 7, Series 63, Series 65Clean record39 years registeredPROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

310 N. STATE STREET, LAKE OSWEGO, OR 97034CRD# 1368406Firm CRD# 107777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Miller Baird · LAKE OSWEGO, OR

Registration

CRD #1368406 · PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Jul 1987 – Dec 2020

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 29, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

CRD 107777 · SEC 801-32066

AUM

$626M

Regulatory assets under management

Employees

472 client accounts

Services offered by PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE OSWEGO?

Browse all registered financial advisors in LAKE OSWEGO, Oregon or claim this profile if it's yours.

Browse LAKE OSWEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Miller Baird offer?

Robert Miller Baird specializes in Investment Management.

What are Robert Miller Baird's credentials?

Robert Miller Baird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Miller Baird located?

Robert Miller Baird is based in LAKE OSWEGO, Oregon, last registered with PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION.

How does Robert Miller Baird charge for services?

Robert Miller Baird's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION?

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION has approximately 7 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →