Jerry Bagby (CRD# 1135088) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 40 years of experience in the finance industry.
CRD# 4997781
The Ameriflex Group
CRD# 6407622
State Farm Investment Management Corp.
CRD# 4567607
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bagby Investment Consultants | Dexter, MO | Jun 1994 - Current | 29 |
| Bagby Financial Services, Inc. | Remsenburg, NY | Oct 2021 - Dec 2021 | < 1 |
| Bagby Financial Services, Inc. | Dexter, MO | Nov 1993 - Oct 2021 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
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Total Assets Under Management44MILLIONS
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Total Number of Accounts315ACCOUNTS
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Average Account Value$140,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MO, TX
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