Unclaimed
David Camille Bailey is a registered representative with LPL Financial LLC and has been in the industry since January 13, 2004. David Camille Bailey is licensed in Florida, Idaho, Michigan, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. David Camille Bailey is a Series 7, Series 24, and Series 63 licensed professional. David Camille Bailey is also registered as an Investment Advisor Representative in North Carolina. Prior to joining LPL Financial LLC, David Camille Bailey was employed by EDWARD JONES.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
03/19/2009 - Present
LPL Financial LLC (STOKESDALE NC)
NC
01/13/2004 - 03/24/2009
EDWARD JONES (KERNERSVILLE NC)
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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