Raymond James Financial Services Advisors
24yrs
Top 18% by experience in Gallipolis
45yrs
Mark Smith is a fiduciary financial advisor in Gallipolis, Ohio, with 45 years in the industry. Mark joined Robert W. Baird & Co. in 2019, after 13 years at J.J.B. Hilliard, W.L. Lyons. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 11 advisors with offices in Gallipolis, and one of 8 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in Gallipolis
Office352 Second Avenue, Gallipolis, OH 45631
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2006 – 2019J.J.B. Hilliard, W.L. Lyons, LLCPreviously
Contact Mark
Local office(740) 446-2000Ask for Mark. (414) 765-3500Main office · Milwaukee, WI 352 Second AvenueGallipolis, OH 45631Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (740) 446-2000 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for Mark Smith.
How long has Mark been a financial advisor?
Mark has been in the industry since 1981, about 45 years. Top advisor by experience in Gallipolis.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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