William BaileyCRD Number: 2432923
Current Firm: Fidelity Personal And Workplace Advisors
William Bailey (CRD# 2432923) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 28 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
|Fidelity Investments||Westlake, TX||Aug 2021 - Current||< 1|
|Unemployed||Scottsdale, AZ||Apr 2019 - Jul 2021||2|
|Td Ameritrade||Tacoma, WA||Dec 2018 - Mar 2019||< 1|
|Hart Medical||Scottsdale, AZ||Aug 2016 - Nov 2018||2|
|Wells Fargo Advisors LLC||Scottsdale, AZ||May 2009 - Aug 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 1994|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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