Barry J. Bailey
Professional summary
Barry James Bailey is a registered financial advisor currently at FIRST AMERICAN FINANCIAL ADVISORS, INC. located in Parkville, Missouri and GREAT AMERICAN INVESTORS, INC. located in Parkville, Missouri.
Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Barry has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barry James Bailey's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2000 - Present
FIRST AMERICAN FINANCIAL ADVISORS, INC.
Office #1: 201 Main Street Suite 4, Parkville, MO 64152January 6, 1999 - Present
GREAT AMERICAN INVESTORS, INC.
Office #1: 201 Main Street Suite 4, Parkville, MO 64152February 15, 1991 - November 7, 1995
VOYA FINANCIAL ADVISORS, INC.
June 5, 1989 - December 31, 1998
BIRCHTREE FINANCIAL SERVICES LLC
November 12, 1986 - June 19, 1989
FIDELITY EQUITY SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2020)
(1/10/2002)
(1/3/2024)
(9/28/2020)
(1/6/1999)
(1/6/1999)
(1/24/2000)
(1/10/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
FIRST AMERICAN FINANCIAL ADVISORS, INC.
CRD#: 113420 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 11,480,816 |
Red Flags
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.