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RB

Robert G. Bailey

MONEYPRO WEALTH MANAGEMENT
Franklin, TN 36067
Some features on this profile are disabled
CRD#: 2584618
RB

Professional summary

Robert Gordon Bailey JR, who also goes by Robert Gordon Bailey Jr., is a registered financial advisor currently at MONEYPRO WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Gordon Bailey Jr.

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.
Robert Bailey, dba Bailey Financial Management and Insurance Services, also provides non-investment-related advice as a Life and Health Insurance Agent in the State of California. BFM&IS is actively engaged in the business of selling fixed annuities, non-registered variable annuities used in 401(k) Profit Sharing plans, as well as life, health, disability, and long-term care insurance. They are sold to individuals and businesses as a stand-alone service, separate and apart from the services provided as a registered investment advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gordon Bailey JR'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

August 8, 1995 - Present

MONEYPRO WEALTH MANAGEMENT, LLC

Office #1: 2550 Meridian Blvd Suite 200, Franklin, TN 36067
RIA
CRD#: 135340
Franklin, TN
Past

March 21, 1995 - May 12, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

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.

Highlighted states indicate IAR registrations

IAR
California
(8/8/1995)
IAR
Tennessee
(7/18/2024)
IAR
Texas
(4/11/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/27/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/1995
General Securities Representative Examination

Current Firm

MW
MONEYPRO WEALTH MANAGEMENT, LLC
BAILEY FINANCIAL MANAGEMENT AND INSURANCE SERVICES | MONEYPRO WEALTH MANAGEMENT, LLC | BAILEY, ROBERT GORDON

CRD#: 135340 / SEC#:

California
Registered Investment Advisory firm - (8/8/1995 Approved)
Tennessee
Registered Investment Advisory firm - (7/18/2024 Approved)
Texas
Registered Investment Advisory firm - (4/11/2024 Conditional Restricted)
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Contact information

Main Address
2550 Meridian Blvd Suite 200, Franklin, TN 36067
Mailing Address
1050 Golf View Way, Spring Hill, TN 37174-5127
Phone number
(714) 832-9351
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 1,715,359

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

MONEYPRO WEALTH MANAGEMENT, LLC

CRD#: 135340Franklin, TN 36067

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