Robert Bailie, financial advisor Lisle IL

Robert Bailie

CRD Number: 2815413
Current Firm: Ameriprise Financial Services, LLC

Robert Bailie (CRD# 2815413) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lisle, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Lisle, IL Mar 2020 - Current 4
Ameriprise Financial Services Inc. Orland Park, IL Feb 2017 - Mar 2020 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfax, VA Mar 2015 - Feb 2017 1
Bank Of America, N.a. Fairfax, VA Mar 2015 - Feb 2017 1
Unemployed Vienna, VA May 2014 - Feb 2015 < 1
Pnc Bank Pittsburgh, PA Mar 2013 - Apr 2014 1
Pnc Investments Pittsburgh, PA Feb 2013 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Robert C. Bailie
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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