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Brad Leigh Bailey

Brown Edwards Wealth Strategies

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About Brad Leigh Bailey

Brad Leigh Bailey is an investment advisor representative with Brown Edwards Wealth Strategies, located in LYNCHBURG, VA. Brad has been in the financial industry since 1996. Brad is a registered Investment Advisor in Virginia. Brad has passed the Series 66, Series 7 and SIE exams. Brad's firm, Brown Edwards Wealth Strategies, provides investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm's main office is located in LYNCHBURG, VA. Brown Edwards Wealth Strategies has approximately $272,165,683 in assets under management.

Firm Information

Brad Bailey is currently registered with Brown Edwards Wealth Strategies. Brown Edwards Wealth Strategies is a registered investment advisor based in Lynchburg, VA. The firm manages approximately $272.2 million in assets for clients including high-net-worth individuals, corporations, and charitable organizations. They offer a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors.
Brown Edwards Wealth Strategies

828 MAIN STREET

LYNCHBURG, VA 24504

$272.17M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Bailey’s Registration & Firm History

VA

07/18/2022 - Present

Brown Edwards Wealth Strategies (LYNCHBURG VA)

VA

10/25/2019 - 07/22/2022

AVANTAX INVESTMENT SERVICES, INC. (MIDLOTHIAN VA)

VA

02/22/1999 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (MIDLOTHIAN VA)

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Licenses & Designations

BOTH

Issued 01/19/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Leigh Bailey.
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