Nolen Bailey, financial advisor Lakeland FL
90 score

Nolen Bailey

CRD Number: 5992098
Current Firm: Cps Investment Advisors

Nolen Bailey (CRD# 5992098) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cps Investment Advisors Lakeland, FL Mar 2011 - Current 5
Adp Small Business Services Orlando, FL May 2007 - Mar 2011 3
Student Lakeland/winter Haven, FL Jan 1989 - May 2007 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Nolen B. Bailey
Phone Number: 863- 688-1725
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    3,831
    ACCOUNTS
  • Average Account Value
    $239,472
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, FL, GA, LA, MD, NC, NE, NY, OH, SC, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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