Phillip BaileyCRD Number: 5579645
Current Firm: Bok Financial Advisors
Phillip Bailey (CRD# 5579645) is an Investment Advisor Representative working at Bok Financial Advisors in Little Rock, AR and has over 8 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Bank Of Oklahoma||Tulsa, OK||Sep 2008 - Current||8|
|Bosc, Inc.||Little Rock, AR||Sep 2008 - Current||8|
|Conway Corporation||Conway, AR||May 2007 - Sep 2008||1|
|T & T Equipment||Little Rock, AR||Feb 2007 - May 2007||< 1|
|Mhc Kenworth||Little Rock, AR||May 2004 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management568MILLIONS
Total Number of Accounts1,682ACCOUNTS
Average Account Value$337,897
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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