Mark Bailey (CRD# 6040900) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Current | 3 |
Intergrated Advisors Network | Henderson, NV | Jan 2021 - Current | 3 |
Select Wealth Advisers | Henderson, NV | Mar 2020 - Current | 4 |
Cambridge Investment Research | Fairfield, IA | Mar 2020 - Feb 2021 | < 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2020 - Feb 2021 | 1 |
Legacy Wealth Management Group | Las Vegas, NV | May 2017 - Feb 2020 | 2 |
Pr Wealth Management Group, Inc. | Las Vegas, NV | Oct 2017 - Jul 2019 | 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2017 - Oct 2017 | < 1 |
Mml Investors Services LLC | Las Vegas, NV | Sep 2012 - Jun 2017 | 4 |
Massmutual Life Insurance Company | Las Vegas, NV | Mar 2012 - Jun 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
S63 | Uniform Securities State Law Examination | Sep 2020 |
- NV
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Total Assets Under Management3,554MILLIONS
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Total Number of Accounts11,258ACCOUNTS
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Average Account Value$315,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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