Donald Bailey is a CFP-designated registered investment advisor, based in Plano, TX, with 37 years of industry experience.
Location
Plano, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a manager at 2021 Texas Wealth Partners and a financial advisor at Raymond James Financial Services, dedicating about half his time to the latter. He is also a partner at Atlas10 Investments, LTD and DDHM Genpar, LLC, overseeing and managing assets within the family limited partnership.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations10 states
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