Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bailey is a financial advisor who has been in the industry since 1986. Currently, Richard Bailey works for United Planners' Financial Services Of America A Limited Partner and provides financial advice to individuals, families, and businesses. Prior to joining United Planners', Richard Bailey worked for WILBANKS SECURITIES, INC., WOODBURY FINANCIAL SERVICES, INC., AMERICAN TRADING SECURITIES CORP., FORTIS INVESTORS, INC., and CHUBB SECURITIES CORPORATION. Richard Bailey specializes in retirement planning, investments, insurance, and estate planning. Richard Bailey is committed to providing personalized service to help each client achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OK
07/06/2017 - Present
United Planners' Financial Services OF America A Limited Partner (ADA OK)
OK
04/20/2011 - 07/07/2017
WILBANKS SECURITIES, INC. (ADA OK)
OK
04/10/1995 - 04/05/2011
WOODBURY FINANCIAL SERVICES, INC. (ADA OK)
OK
07/06/1988 - 04/05/1995
AMERICAN TRADING SECURITIES CORP. (OKLAHOMA CITY OK)
MN
10/07/1994 - 10/26/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
09/11/1985 - 01/05/1988
CHUBB SECURITIES CORPORATION
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bailey is the right advisor for you? Invested Better is here to help.
