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Barry Bailey

39 Years of Experience
BrokerSells Insurance

Barry Bailey is a registered investment advisor at First American Financial Advisors, INC., based in Parkville, MO, with 39 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 11 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
11 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$11.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees may be negotiated, but will not exceed 3% of the account value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 Main Street, Suite 4, Parkville, MO, 64152

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Barry has been involved in insurance and financial planning since 1979.

Employment History
Current Registrations
First American Financial Advisors, INC.
January 2000 - Present · 26 yrs 3 mos
Great American Investors, INC.Broker
January 1999 - Present · 27 yrs 3 mos
Previous Registrations
Washington Square Securities, INC.Broker
February 1991 - November 1995 · 4 yrs 9 mos
Birchtree Financial Services, INC.Broker
June 1989 - December 1998 · 9 yrs 6 mos
Fidelity Equity Services CorporationBroker
November 1986 - June 1989 · 2 yrs 7 mos
State Registrations7 states
AZCACOFLKSMONY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.