Moneypro Wealth Management, LLC

Moneypro Wealth Management, LLC (CRD# 135340) is a financial advisory firm headquartered in Franklin, TN. They manage $1,627,066 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2550 Meridian Blvd, Suite 200, Franklin, TN 36067
https://www.themoneypro.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $232,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Moneypro Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Bailey, financial advisor Franklin TN
Robert G. Bailey
CRD#: 2584618
2550 Meridian Blvd, Suite 200, Franklin, TN 36067

Robert Bailey (CRD# 2584618) is an Investment Advisor Representative working at Moneypro Wealth Management, LLC in Franklin, TN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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