Paul Bailley, financial advisor Greenville SC

Paul Bailley

CRD Number: 4469159
Current Firm: Regal Investment Advisors LLC

Paul Bailley (CRD# 4469159) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Greenville, SC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Investment Advisors Kentwood, MI Aug 2015 - Current 8
Bailley Group Wealth Management Greenville, SC Jun 2009 - Current 15
Taylor Capital Management Woodstock, GA Mar 2012 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Paul M. Bailley
Phone Number: 616-224-2204
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    2,550
    MILLIONS
  • Total Number of Accounts
    12,870
    ACCOUNTS
  • Average Account Value
    $198,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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