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William A. Bailey

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CRD#: 1085215
WB

Professional summary


William Austin Bailey was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William Austin Bailey was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1983. William had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 7, 2015 - February 6, 2020

ASSOCIATED PROFESSIONAL INVESTMENTS

RIA
CRD#: 148986
MESA, AZ
Past

September 3, 2003 - December 23, 2008

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MESA, AZ
Past

October 17, 1998 - September 4, 2003

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

March 24, 1994 - October 30, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 30, 1991 - March 8, 1994

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 21, 1991 - October 1, 1991

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 9, 1988 - August 2, 1991

MASON, HUNT & CO., INC.

BD
CRD#: 13680
Past

June 20, 1984 - November 15, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

March 1, 1983 - May 23, 1984

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/1991
General Securities Principal Examination

Current Firm


AP
ASSOCIATED PROFESSIONAL INVESTMENTS
ASSOCIATED PROFESSIONAL INVESTMENTS | ASSOCIATED PROFESSIONAL INVESTMENTS LLC

CRD#: 148986 / SEC#:

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Contact information


Main Address
152 No. Power Rd. Ste 1, Mesa, AZ 85205
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASSOCIATED PROFESSIONAL INVESTMENTS

CRD#: 148986

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