Bailey Davis
Bailey Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 5 years of industry experience. Bailey 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
Firm Size
IM Fee
Assets Under Management
Location
2730 East Camelback Rd, Ste 250, Phoenix, AZ, 85016
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bailey places health insurance coverage through RF Brokerage and uses Co-Op Insurance services for underwriting difficult cases. These activities require minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations11 states
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.