Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bailey is a registered representative and investment advisor representative. Douglas has been in the industry since 1999 and has a Series 7, 63, and 66 license. Douglas is currently registered with Lincoln Investment and Capital Analysts. Douglas has experience working with individuals, corporations, high-net-worth individuals, and charitable organizations. Douglas also has experience with financial planning and portfolio management. Douglas has a strong track record of success in the financial services industry. Douglas is committed to providing clients with personalized financial advice that meets their individual needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
06/01/2012 - Present
Lincoln Investment (LAWRENCEVILLE NJ)
NJ
01/21/2003 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (LAWRENCEVILLE NJ)
AZ
04/12/2002 - 12/20/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
02/26/2002 - 04/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/2002 - 04/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
11/15/1993 - 07/28/1995
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
OH
03/18/1993 - 10/28/1993
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
02/02/1993 - 03/20/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NJ
01/19/1993 - 02/03/1993
AFM INVESTMENTS, INC. (HOWELL NJ)
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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