Robert Bailey, financial advisor Elkhorn NE

Robert Bailey

CRD Number: 6782506
Current Firm: Principal Securities, Inc.

Robert Bailey (CRD# 6782506) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 6 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Principal Life Insurnce Company Omaha, NE May 2023 - Current < 1
Principal Securities Inc. Omaha, NE May 2023 - Current < 1
Thrivent Financial Omaha, NE Aug 2018 - Jun 2023 4
Thrivent Financial Cherry Hill, NJ Oct 2017 - Aug 2018 < 1
Thrivent Financial Cherry Hill, NJ May 2017 - Oct 2017 < 1
Self Employed 1099 Cherry Hill, NJ Jul 2016 - Jul 2017 1
Unemployed Cherry Hill, NJ Jan 2016 - Jul 2016 < 1
Stepan Company Maywood, NJ Oct 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Robert C. Bailey
Phone Number: 888-774-6267
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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