BL
BL

Bailey Leroux

5 Years of Experience
Austin, TX
Broker

Bailey Leroux is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

Get directions

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.

Learn about disclosures →
Other Business Activities

Bailey is the owner and sole proprietor of RCL Essentials since May 2024. Bailey spends a few hours per week on this business, with no time spent during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 5 mos
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - December 2024 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - December 2024 · 2 yrs 1 mo
Equitable Advisors, LLC
February 2021 - October 2022 · 1 yr 8 mos
Equitable Advisors, LLCBroker
September 2020 - October 2022 · 2 yrs 1 mo
State Registrations1 state
TX
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.
Bailey Leroux - Financial Advisor | TrueAdvisor