Brad Bailey, financial advisor Lynchburg VA

Brad Bailey

CRD Number: 3157873
Current Firm: Brown Edwards Wealth Strategies

Brad Bailey (CRD# 3157873) is an Investment Advisor Representative working at Brown Edwards Wealth Strategies in Lynchburg, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies Lynchburg, VA Jun 2022 - Current 1
Brown, Edwards & Company, LLP Richmond, VA Jan 2021 - May 2023 2
Avantax Investment Services, Inc. Midlothian, VA Oct 2019 - Jun 2022 2
Avantax Advisory Services Midlothian, VA Oct 2019 - Jun 2022 2
Avantax Insurance Services, Inc. Midlothian, VA Mar 2004 - Jun 2022 18
Gregg & Bailey, P.c. Midlothian, VA Nov 1996 - Dec 2020 24
1st Global Advisors, Inc. Midlothian, VA May 1999 - Oct 2019 20
1st Global Capital Corp. Midlothian, VA Nov 1998 - Oct 2019 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Brad L. Bailey
Phone Number: 434 948-9000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $483,566
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, LA, TN, VA, WV

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