Bailey Showalter, financial advisor Portland OR
89 score

Bailey Showalter

CRD Number: 6252321
Current Firm: Wells Fargo Advisors, LLC

Bailey Showalter (CRD# 6252321) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Portland, OR Sep 2013 - Current 3
Wells Fargo Bank Na Portland, OR Oct 2012 - Current 4
Applebees Beaverton, OR Sep 2012 - Mar 2013 < 1
Applebees Bend, OR Jun 2012 - Sep 2012 < 1
Three Creeks Brewing Company Sisters, OR Jun 2012 - Sep 2012 < 1
Applebees Tualatin, OR Jan 2012 - May 2012 < 1
Western Oregon University Monmouth, OR Sep 2011 - Dec 2011 < 1
Black Butte Ranch Sisters, OR Jun 2011 - Sep 2011 < 1
Western Washington University Bellingham, WA Sep 2010 - Jun 2011 < 1
Black Butte Ranch Sisters, OR May 2010 - Aug 2010 < 1
Sisters High School Sisters, OR Sep 2009 - Jun 2010 < 1
Black Butte Ranch Sisters, OR May 2009 - Sep 2009 < 1
Sisters High School Sisters, OR Sep 2008 - Jun 2009 < 1
Sisters High School Sisters, OR Sep 2007 - Jun 2008 < 1
Sisters High School Sisters, OR Sep 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Bailey B. Showalter
Phone Number: 314-875-3000
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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