James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Torray LLC | Bethesda, MD | Jul 2010 - Current | 13 |
| Resolute Capital Management | Washington, DC | May 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- MD
-
Total Assets Under Management657MILLIONS
-
Total Number of Accounts426ACCOUNTS
-
Average Account Value$1,542,870
- 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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