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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bailey is a financial advisor in Temple, TX. John Bailey is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 1997. John Bailey holds Series 6, 7, 24, 26, 31, 63, 66, and SIE licenses. John Bailey is affiliated with Independent Advisor Alliance, LLC. John Bailey specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John Bailey has a strong background in assisting individuals and families with their financial needs, as well as working with businesses and corporations. John Bailey is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
1
2
TX
10/03/2018 - Present
Independent Advisor Alliance, LLC (Temple TX)
NY
08/19/1999 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
06/16/1997 - 06/28/1999
IAG FINANCIAL SERVICES, INC. (TEMPLE TX)
BOTH
Issued 10/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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