Dba, Bailey & Associates

Dba, Bailey & Associates (CRD# 110113) is a financial advisory firm headquartered in Columbia, SC. They manage $29,824,169 in 172 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $173,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Dba, Bailey & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Patricia (. Bailey
CRD#: 4499582
1122 Lady Street, Suite 605, Columbia, SC 29201
96
Wealthminder
score

Patricia Bailey (CRD# 4499582) is an Investment Advisor Representative working at Dba, Bailey & Associates in Columbia, SC and has over 15 years of experience in the finance industry. Patricia Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Delton O. Bailey
CRD#: 4356511
1122 Lady Street Suite 605, Columbia, SC 29212
90
Wealthminder
score

Delton Bailey (CRD# 4356511) is an Investment Advisor Representative working at Dba, Bailey & Associates in Columbia, SC and has 1 year of experience in the finance industry. Delton Bailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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