BD
BD

Bailey R Davis

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

2600 Westown Parkway, Suite 102, West Des Moines, IA, 50266

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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

Bailey is an independent insurance agent potentially selling equity indexed annuities and operates under the DBA Triangle Financial Services. Bailey also serves as Treasurer for Iowa Collaborative Divorce, spending minimal time on reconciling accounts and other administrative tasks.

Employment History
Current Registrations
Harbour Investments, INC.
August 2022 - Present · 3 yrs 6 mos
Harbour Investments, INC.Broker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
August 2020 - June 2022 · 1 yr 10 mos
Securities America, INC.Broker
October 2016 - June 2022 · 5 yrs 8 mos
State Registrations3 states
AZIAIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bailey R Davis - Financial Advisor | TrueAdvisor