AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Robert Bailey

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Gabriel Abraham Shahin
Gabriel ShahinAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
Brent Robert Ross
Brent RossAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Gig Harbor, WA
AL
Annabelle LeeAdvisorCheck Check Mark
HORACE MANN INVESTORS, INC.
RR
Austin, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.