William Bailey, financial advisor Westlake TX

William Bailey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William G. Bailey
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, VT, WA, WI, WV, WY

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