Donald Bailey, financial advisor Plano TX

Donald Bailey

CRD Number: 1779453
Current Firm: Raymond James Financial Services Advisors, Inc.

Donald Bailey (CRD# 1779453) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plano, TX and has over 36 years of experience in the finance industry. Donald Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
2021 Texas Wealth Partners Plano, TX Dec 2020 - Current 3
Raymond James Financial Services, Inc. Plano, TX Sep 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Plano, TX Sep 2019 - Current 4
Twin Oaks Wealth Partners Plano, TX Mar 2019 - Current 5
Ddhm Genpar, LLC Plano, TX Dec 2011 - Current 12
Atlas10 Investments, Ltd Plano, TX Dec 2011 - Current 12
Ubs Financial Services Inc. Addison, TX Nov 2011 - Sep 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for Donald W. Bailey
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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