Robert Bailey (CRD# 6723063) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, WI and has over 6 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Burlington, WI | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, WI | Aug 2022 - Current | 1 |
| Edward Jones | Bristol, WI | Sep 2019 - Aug 2022 | 2 |
| Northwestern Mutual Investment Services LLC | Milwaukee, WI | Aug 2017 - Sep 2019 | 2 |
| Randstad | Scottsdale, AZ | May 2017 - Jul 2017 | < 1 |
| Randstad | Scottsdale, AZ | Nov 2016 - May 2017 | < 1 |
| Ajilon | Mesa, AZ | Jul 2016 - Oct 2016 | < 1 |
| Outbound Engine | Scottsdale, AZ | Feb 2016 - Jul 2016 | < 1 |
| Nestle Usa | Burlington, WI | Dec 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- TX
- WI
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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