Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Osborne Davis is an investment advisor representative registered with Abacus Planning Group, Inc. in South Carolina. Bailey holds the Series 65 (Uniform Investment Adviser Law Examination). Bailey has been in the industry since 2015. Bailey has a strong background in financial planning and portfolio management and specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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SC
11/06/2024 - Present
Abacus Planning Group, Inc. (COLUMBIA SC)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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