Robert Gordon Bailey Jr
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Gordon Bailey Jr.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BAILEY FINANCIAL MANAGEMENT AND INSURANCE SERVICES | MONEYPRO WEALTH MANAGEMENT, LLC | BAILEY, ROBERT GORDON
Contact Information
Main Address
2550 Meridian Blvd Suite 200, Franklin, TN 36067Mailing Address
1050 Golf View Way, Spring Hill, TN 37174-5127Phone Number
(714) 832-9351# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$1,807,082Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/8/1995)
(7/18/2024)
(4/11/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Gordon Bailey JR's CRS (Customer Relationship Summary).
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