Jerry Bagby, financial advisor Dexter MO

Jerry Bagby

CRD Number: 1135088
Current Firm: Bagby Wealth Management

Jerry Bagby (CRD# 1135088) is an Investment Advisor Representative working at Bagby Wealth Management in Dexter, MO and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Bagby Financial Services, Inc. Remsenburg, NY Oct 2021 - Current < 1
Bagby Investment Consultants Dexter, MO Jun 1994 - Current 28
Bagby Financial Services, Inc. Dexter, MO Nov 1993 - Oct 2021 27
Lpl Financial Dexter, MO Sep 2000 - Jan 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jerry M. Bagby
Phone Number: 573-624-4771
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $107,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

MO, TX

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