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Barry J. Bailey

FIRST AMERICAN FINANCIAL ADVISORS
Parkville, MO 64152
CRD#: 1476566
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BB
Barry James BaileyFIRST AMERICAN FINANCIAL ADVISORS

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


Are you a "fiduciary"?
Yes

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) - RIA


Click below to view Barry James Bailey's CRS (Customer Relationship Summary).

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


Current

January 24, 2000 - Present

FIRST AMERICAN FINANCIAL ADVISORS, INC.

Office #1: 201 Main Street Suite 4, Parkville, MO 64152
RIA
CRD#: 113420
Parkville, MO
Current

January 6, 1999 - Present

GREAT AMERICAN INVESTORS, INC.

Office #1: 201 Main Street Suite 4, Parkville, MO 64152
BD
CRD#: 28489
PARKVILLE, MO
Past

February 15, 1991 - November 7, 1995

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

June 5, 1989 - December 31, 1998

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

November 12, 1986 - June 19, 1989

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/28/2020)
RR
California
(1/10/2002)
RR
Colorado
(1/3/2024)
RR
Florida
(9/28/2020)
RR
Kansas
(1/6/1999)
RR
Missouri
(1/6/1999)
IAR
Missouri
(1/24/2000)
RR
New York
(1/10/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FA
FIRST AMERICAN FINANCIAL ADVISORS, INC.
FIRST AMERICAN FINANCIAL ADVISORS, INC.

CRD#: 113420 / SEC#:

Indiana
Registered Investment Advisory firm - (12/31/2005 Terminated)
Kansas
Registered Investment Advisory firm - (10/2/1998 Approved)
Missouri
Registered Investment Advisory firm - (4/1/1999 Approved)
Nevada
Registered Investment Advisory firm - (12/31/2005 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2005 Terminated)
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Contact information


Main Address
6025 Metcalf Lane, Overland Park, KS 66202
Mailing Address
Phone number
(913) 384-1800
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
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.

Company Information


FIRST AMERICAN FINANCIAL ADVISORS, INC.

CRD#: 113420Parkville, MO 64152

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