Chad Michael Bailey
Professional Summary
Chad Michael Bailey, who also goes by Chad Michael Taylor Bailey, Chad Bailey, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas. Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Chad has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chad Michael Taylor Bailey, Chad Bailey
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Years of Experience
18 years in the financial services industry
Current & Past Employments
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
Contact Information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Phone Number
(214) 720-6486# of Employees
34SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,004AUM (Assets Under Management)
$1,956,532,760Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2026 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Primary Firm SEC Registration
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
State Registrations and Notice Filings
(6/8/2009)
(5/20/2009)
(5/28/2009)
(5/13/2009)
(6/3/2009)
(5/21/2009)
(6/5/2009)
(6/4/2009)
(5/29/2009)
(7/30/2009)
(5/18/2009)
(6/18/2009)
(5/11/2009)
(5/18/2009)
(9/18/2009)
(6/8/2009)
(5/27/2009)
(8/17/2009)
(5/21/2009)
(6/26/2009)
(5/12/2009)
(5/19/2009)
(5/26/2009)
(5/12/2009)
(5/20/2009)
(5/15/2009)
(5/11/2009)
(5/15/2009)
(5/21/2009)
(5/26/2009)
(5/26/2009)
(5/13/2009)
(5/18/2009)
(5/29/2009)
(5/20/2009)
(5/19/2009)
(5/28/2009)
(5/19/2009)
(6/4/2009)
(5/13/2009)
(5/12/2009)
(5/13/2009)
(8/19/2009)
(4/17/2009)
(6/1/2009)
(5/12/2009)
(6/8/2009)
(6/6/2009)
(5/8/2009)
(5/12/2009)
(5/12/2009)
(5/8/2009)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2008About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2008About the Series 26 examSRO Registrations
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - RIA
Click below to view Chad Michael Bailey's CRS (Customer Relationship Summary).
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
