David Bailey (CRD# 5028735) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Midlan, MI and has over 18 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
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Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2018 - Current | 6 |
| Ameritas Life Insurance Corp | Lincoln, NE | Oct 2017 - Current | 6 |
| Redbridge Financial | Midland, MI | Jan 2017 - Current | 7 |
| Oneamerica Securities | Midland, MI | Jun 2017 - Dec 2017 | < 1 |
| American United Life | Midland, MI | May 2017 - Dec 2017 | < 1 |
| Mml Investors Services | Southfield, MI | Sep 2014 - May 2017 | 2 |
| Mass Mutual Life Insurance Company | Southfield, MI | Aug 2014 - May 2017 | 2 |
| Pruco Securities, LLC | Saginaw, MI | Feb 2006 - Aug 2014 | 8 |
| The Prudential Insurance Company Of America | Saginaw, MI | Feb 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- MI
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- 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, VT, WA, WI, WV, WY
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