Willcox Bailey, financial advisor Norfolk VA
93 score

Willcox Bailey

CRD Number: 1052935
Current Firm: Ubs Financial Services Inc.

Willcox Bailey (CRD# 1052935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 34 years of experience in the finance industry.

Similar Advisors
Jonathan Muhlendorf, financial advisor Norfolk VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Oscar Alvarez, financial advisor Norfolk VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
101
Similar Advisors
Wayne Berry, financial advisor Norfolk VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Company Name Location Dates Years
#ia Painewebber Incorporated New York, NY Mar 1995 - Current 21
Ubs Financial Services Inc. Norfolk, VA Jan 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Nov 1991
Contact Info for Willcox K. Bailey
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Willcox Bailey and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.