Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bailey is a financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner™ and is registered with the state of Maryland as an Investment Advisor Representative. Brian is currently employed with Grove Point Advisors, LLC, and previously worked with Quest Capital Strategies, Inc. and International Money Management Group, Inc. Brian specializes in financial planning, portfolio management, and insurance sales. He is licensed to offer investment advice and insurance products in multiple states.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
02/12/1996 - 02/20/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MD
07/08/1992 - 10/20/1995
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
IA
Issued 03/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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