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Michael Glen Bailey

MGB Wealth Management, LLC

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About Michael Glen Bailey

Michael Glen Bailey is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with MGB Wealth Management, LLC in Addison, TX, where Michael has been employed since April 2020. Prior to joining MGB Wealth Management, LLC, Michael worked at Raymond James & Associates, Inc., RBC Dain Rauscher Inc., Southwest Securities, Inc., PaineWebber Incorporated, Prudential Securities Incorporated and Kidder, Peabody & Co. Incorporated. Michael holds the Series 3, 7, 63, 65, and SIE licenses. Michael specializes in providing financial advice to individuals and families, as well as charitable organizations.

Firm Information

Michael Bailey is currently registered with MGB Wealth Management, LLC. MGB Wealth Management, LLC is an investment advisor based in Addison, TX. They manage approximately $310,460,586 in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. They offer portfolio management for individuals and do not have a wrap fee program.
MGB Wealth Management, LLC

15455 DALLAS PARKWAY

ADDISON, TX 75001

$310.46M

Assets Under Management

Not reported

Total Clients

2

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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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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Michael Bailey’s Registration & Firm History

TX

04/06/2020 - Present

MGB Wealth Management, LLC (ADDISON TX)

TX

03/29/2007 - 04/15/2020

RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)

TX

07/20/2000 - 04/19/2007

RBC DAIN RAUSCHER INC. (PLANO TX)

TX

11/20/1995 - 07/20/2000

SOUTHWEST SECURITIES, INC. (DALLAS TX)

NJ

05/31/1991 - 10/27/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

01/09/1985 - 06/04/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

08/22/1984 - 08/31/1984

KIDDER, PEABODY & CO. INCORPORATED

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Licenses & Designations

IA

Issued 10/13/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1994

Series 3 - National Commodity Futures Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Michael Glen Bailey. Review regulatory record here.
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