Bailey Financial Management And Insurance Services
Bailey Financial Management And Insurance Services (CRD# 135340) is a financial advisory firm headquartered in Irvine, CA. They manage $967,825 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$107,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Bailey (CRD# 2584618) is an Investment Advisor Representative working at Bailey Financial Management And Insurance Services in Irvine, CA and has over 22 years of experience in the finance industry.