Paul BailleyCRD 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 21 years of experience in the finance industry.
Apex Capital Management LLC
|Regal Investment Advisors||Kentwood, MI||Aug 2015 - Current||7|
|Bailley Group Wealth Management||Greenville, SC||Jun 2009 - Current||14|
|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|
Total Assets Under Management2,043MILLIONS
Total Number of Accounts11,768ACCOUNTS
Average Account Value$173,585
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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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