Benjamin
Bailey
Fund Direct Advisors Inc
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About this Advisor
Benjamin Bailey is a certified financial planner based in Greensboro, North Carolina with a total of 1 year of industry experience. Bailey is on the advisory team at Fund Direct Advisors Inc. Their career trajectory has included roles at Edward Jones Investments, Genworth Financial, Liberty University Online, Dmj Wealth Advisors, LLC, Beacon Pointe Advisors, LLC and Fund Direct Advisors Inc. Bailey holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Fund Direct Advisors Inc is a financial advisory company that has its headquarters in Greensboro, NC. It has $500 million in assets across its 350 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 350 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fund Direct Advisors Inc offers other services. Financial management fees largely vary depending on which service is provided. However, fees charged by Fund Direct Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fund Direct Advisors Inc Brokerage Details
$500,000,000
7
350
$1,428,571
Investment Advisory Services
- Other
Benjamin Bailey Work History
Benjamin has been registered as a financial advisor for 1 years.*
Fund Direct Advisors Inc
Beacon Pointe Advisors, LLC
Dmj Wealth Advisors, LLC
Dmj Wealth Advisors, LLC
Edward Jones Investments
Genworth Financial
Liberty University Online
*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 Benjamin Bailey 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 Fund Direct Advisors Inc
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
