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Bruce Alan Bailey

Transamerica Financial Advisors, Inc.

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About Bruce Alan Bailey

Bruce Bailey is a financial advisor in Portland, Oregon. Bruce has been in the financial services industry since 1985 and is currently registered with Transamerica Financial Advisors, Inc. Bruce has experience with a variety of financial services, including investment advisory services, financial planning, and insurance. He is also a licensed insurance agent and has experience selling insurance products. Bruce is dedicated to helping his clients achieve their financial goals.

Firm Information

Bruce Bailey is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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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Bruce Bailey’s Registration & Firm History

OR

10/20/2021 - Present

Transamerica Financial Advisors, Inc. (PORTLAND OR)

OR

04/12/2002 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PORTLAND OR)

GA

06/06/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

FL

01/01/1993 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

IN

08/11/1992 - 12/16/1992

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/11/1992 - 12/16/1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NJ

06/14/1985 - 08/27/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bruce Alan Bailey. Review regulatory record here.
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