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Conrad Bailey

22 Years of Experience
Spring Hill, FL
2 DisclosuresBrokerSells Insurance

Conrad Bailey is a registered investment advisor at Cetera Investment Advisers LLC, based in Spring Hill, FL, with 22 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5141 Mariner Blvd A, Unit 3, Ste G, Spring Hill, FL, 34609

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History

Regulatory History (2)
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Financial
August 2019
Final
Criminal
October 1989
Final Disposition
Other Business ActivitiesSells Insurance

Conrad owns Sabali Homes LLC, buying and fixing up real estate, and is the owner of USA Wealth Retirement Advisors, a financial services DBA. He also works as a mortgage loan originator and referral agent for multiple companies, and sells health insurance, dedicating minimal time to each activity outside of his wealth management business, which takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Financial Specialists LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Primerica Advisors
September 2011 - January 2024 · 12 yrs 4 mos
PFS Investments INC.Broker
September 2003 - January 2024 · 20 yrs 4 mos
State Registrations4 states
ALFLMIMN
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.
Conrad Bailey - Financial Advisor | TrueAdvisor