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Robert Michael Bagley Jr

BULLISH BOB BAGLEY SECURITIES
GARLAND, TX
·CRD# 10044·57 years experience

Professional Summary

Robert Michael Bagley JR, who also goes by Bullish Bob Bagley, is a registered financial advisor currently at BULLISH BOB BAGLEY SECURITIES, INC. located in Garland, Texas. Robert is registered as a RR (Registered Representative) and started their career in finance in 1970. Robert has worked at 6 firms and has passed the Series 52TO, Series 7TO, Series 57TO, Series 99TO, SIE, Series 55, Series 1, Series 14, Series 53, Series 27 and Series 24...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bullish Bob Bagley

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

57 years in the financial services industry

Current & Past Employments

BULLISH BOB BAGLEY SECURITIES, INC.·CRD# 24761
BD
1. 429 Country View Lane, Garland, TX 750432. Garland, TX
September 1, 1989 - Present
FIRST CANTERBURY SECURITIES, INC.·CRD# 13121
BD
Dallas, TX
March 19, 1991 - September 3, 1991
DAVID ELLIS INVESTMENTS, INC.·CRD# 14872
BD
Dallas, TX
April 24, 1989 - September 13, 1989
WEBER, HALL, SALE & ASSOCIATES, INC.·CRD# 876
BD
Dallas, TX
October 23, 1987 - April 4, 1989
PRINCIPAL FINANCIAL SECURITIES,INC.·CRD# 260
BD
March 19, 1973 - October 15, 1987
F I DUPONT GLORE FORGAN & CO·CRD# 1000002
BD
September 9, 1970 - May 4, 1973

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Current Firm

BB
BULLISH BOB BAGLEY SECURITIES, INC.

BULLISH BOB BAGLEY SECURITIES, INC.

CRD#: 24761 / SEC#: 8-41372
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

429 Country View Lane, Garland, TX 75043

Mailing Address

429 Country View Lane, Garland, TX 75043

Phone Number

(972) 285-5474

Established

Texas since 05/10/1989

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BAGLEY, ROBERT MICHAEL JRPRESIDENT/CHIEF COMPLIANCE OFFICER10044

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(8/9/1989)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 1998

Series 1 — Registered Representative Examination

Passed Feb 1969

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 53 — Municipal Securities Principal Examination

Passed Mar 1990About the Series 53 exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 1989About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed May 1989About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Michael Bagley JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RB
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