Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Bailey is an investment advisor representative with Torray Investment Partners LLC in Bethesda, Maryland. James has been in the industry since at least July 2010. James is a Chartered Financial Analyst (CFA) and holds the Series 65 license. James specializes in providing portfolio management services to individuals, businesses, and investment companies. James has been registered as an investment advisor representative in Maryland since October 2014.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MD
10/06/2014 - Present
Torray Investment Partners LLC (BETHESDA MD)
IA
Issued 10/13/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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