Nathan BaileyCRD Number: 6652610
Current Firm: Conrad Siegel Investment Advisors
Nathan Bailey (CRD# 6652610) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 2 years of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Conrad Siegel Investment Advisors||Harrisburg, PA||Jun 2021 - Current||< 1|
|Citizens Securities, Inc.||Mechanicsburg, PA||Mar 2021 - Jun 2021||< 1|
|Ameriprise Financial Services, Inc.||Greensburg, PA||Sep 2019 - Dec 2020||1|
|Citizens Bank||Verona, PA||Feb 2019 - Sep 2019||< 1|
|Citizens Securities, Inc.||Verona, PA||Feb 2019 - Sep 2019||< 1|
|Massmutual||Mechanicsburg, PA||Sep 2017 - Jan 2019||1|
|Mml Investors Services||Mechanicsburg, PA||May 2016 - Jan 2019||2|
|Messiah College||Mechanicsburg, PA||Jan 2016 - Dec 2018||2|
|Ufinancial Group||Mechanicsburg, PA||May 2016 - Aug 2018||2|
|Coastal Carolina University||Conway, SC||Aug 2015 - Dec 2015||< 1|
|Dick's Sporting Goods||Mechanicsburg, PA||Feb 2015 - Aug 2015||< 1|
|Sweet Frog||Mechanicsburg, PA||Apr 2014 - Feb 2015||< 1|
|Lebanon Valley College||Annville, PA||Aug 2014 - Jan 2015||< 1|
|Grove City College||Grove City, PA||Jul 2013 - May 2014||< 1|
|Cumberland Valley High School||Mechanicsburg, PA||Jul 2009 - Jun 2013||3|
|Giant Food Stores||Mechanicsburg, PA||Aug 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management7,888MILLIONS
Total Number of Accounts761ACCOUNTS
Average Account Value$10,365,334
- 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
CA, FL, NY, PA, TX
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