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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

TODD KALLY BAIRD

Advisor at LPL FINANCIAL LLC

TIGARD, OR

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Search this name across graphsid dfx:ria:b20dae06-20ad-30cd-8b0a-cfe5ea4710db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 4, 1998
First registration: Jul 27, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 3002473

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 29, 2025	n/a	yes	TIGARD, OR	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Sep 27, 2021	Aug 4, 2025	no	OLYMPIA, WA\|TIGARD, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 26, 2016	Oct 4, 2021	no	TIGARD, OR\|VANCOUVER, WA\|BEAVERTON, OR	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Apr 21, 2010	Aug 30, 2016	no	Beaverton, OR\|Hillsboro, OR\|HILLSBORO, OR\|Hillsboro, OR\|HILLSBORO, OR\|ALOHA, OR\|Hillsboro, OR\|BEAVERTON, OR\|SCAPPOOSE, OR\|Saint Helens, OR\|Clatskanie, OR\|CORNELIUS, OR\|FOREST GROVE, OR\|Cornelius, OR\|ALOHA, OR\|FOREST GROVE, OR\|Hillsboro, OR\|Beaverton, OR\|Lake Oswego, OR	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Apr 20, 2010	no	EUGENE, OR\|EUGENE, OR\|NEWPORT, OR\|EUGENE, OR\|SPRINGFIELD, OR\|SPRINGFIELD, OR\|EUGENE, OR\|EUGENE, OR\|EUGENE, OR\|SPRINGFIELD, OR\|PORTLAND, OR	Previous registration
WAMU INVESTMENTS, INC.	n/a	May 21, 2008	May 2, 2009	no	PORTLAND, OR\|PORTLAND, OR\|BEAVERTON, OR\|CORNELIUS, OR\|SCAPPOOSE, OR\|HILLSBORO, OR\|ST. HELENS, OR\|SPRINGFIELD, OR\|EUGENE, OR\|NEWPORT, OR\|EUGENE, OR\|EUGENE, OR\|SPRINGFIELD, OR\|EUGENE, OR\|EUGENE, OR\|SPRINGFIELD, OR\|EUGENE, OR	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Oct 4, 2005	May 6, 2008	no	VERADALE, WA\|SPOKANE, WA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jul 27, 2005	Sep 27, 2005	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	LPL FINANCIAL LLC	Aug 4, 2025	Jul 29, 2025	-6	Firm change	RIA to ibd
WELLS FARGO ADVISORS	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Oct 4, 2021	Sep 27, 2021	-7	Firm change	Wirehouse to RIA
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Aug 30, 2016	Aug 26, 2016	-4	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	U.S. BANCORP INVESTMENTS, INC.	Apr 20, 2010	Apr 21, 2010	1	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
CUNA BROKERAGE SERVICES, INC.	WAMU INVESTMENTS, INC.	May 6, 2008	May 21, 2008	15	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	CUNA BROKERAGE SERVICES, INC.	Sep 27, 2005	Oct 4, 2005	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151298:6413:OR:2025-08-04	Aug 4, 2025	Jul 29, 2025	TIGARD, OR	Firm change

Relationships

Registered with (8)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jul 29, 2025 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Sep 27, 2021 to Aug 4, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 26, 2016 to Oct 4, 2021factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Apr 21, 2010 to Aug 30, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Apr 20, 2010factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
May 21, 2008 to May 2, 2009factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Oct 4, 2005 to May 6, 2008factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jul 27, 2005 to Sep 27, 2005factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
Todd Kally Baird left Financial Advocates Investment Management for Lpl Financial Llc (registered 2025-07-29)
Form ADVobserved 4 days ago