James BaileyCRD Number: 2963249
Current Firm: Torray Investment Partners LLC
James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 25 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Torray LLC||Bethesda, MD||Jul 2010 - Current||12|
|Resolute Capital Management||Washington, DC||May 1999 - Current||24|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management581MILLIONS
Total Number of Accounts393ACCOUNTS
Average Account Value$1,478,488
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, CT, DC, DE, FL, LA, MA, MD, NC, NE, NH, NY, SC, SD, TX, VA, WI
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