Bailey
Davis
Harbour Investments, Inc
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About this Advisor
Bailey Davis is a financial advisor based out of West Des Moines, Iowa with a total of 1 year of relevant experience. Davis is on the advisory team at Harbour Investments, Inc. Throughout their career, Davis has worked at Bankers Trust, Securities America, Inc, Securities America Advisors, Triangle Financial Services and Harbour Investments, Inc. Davis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Harbour Investments, Inc is a business that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 advisors. It administers $5 billion in assets under management among its 28,573 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 59 charitable organizations. Of its 28,573 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Harbour Investments, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fees charged by Harbour Investments, Inc can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bailey Davis Work History
Bailey has been registered as a financial advisor for 1 years.*
Triangle Financial Services
Harbour Investments, Inc
Securities America Advisors
Securities America, Inc
Bankers Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bailey Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbour Investments, Inc
Roscoe, IL
Lake Mills, WI
Roscoe, IL
Carnegie, PA
Madison, WI
Edmonds, WA
Neenah, WI
Kalamazoo, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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