Ellen Bailey (CRD# 5335340) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 14 years of experience in the finance industry. Ellen Bailey has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Asset Management | Durham, NC | Jul 2020 - Current | 4 |
| Verity Investments, Inc. | Durham, NC | Jul 2020 - Current | 4 |
| Appreciation Financial | Henderson, NV | Jun 2020 - Apr 2022 | 1 |
| Bb&t Securities | Raleigh, NC | Dec 2016 - Jun 2020 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2016 | 1 |
| Morgan Stanley | Raleigh, NC | Aug 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- NC
- TX
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Total Assets Under Management903MILLIONS
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- 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 investment companies (as well as "business development companies")
- 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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