Lisa Bailey
Lisa Bailey is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lisa works for Comerica Financial Advisors and dedicates about a third of her time to this role. She also works with Maestro Cash Mgt Platform, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Comerica SecuritiesBroker
Comerica Securities
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations18 states
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