Olivia
Bailey
Davis Investment Partners, LLC
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About this Advisor
Olivia Bailey is a financial advisor operating out of Marshfield, North Carolina with a total of 1 year of relevant experience. Bailey currently works for Davis Investment Partners, LLC. Over the course of their career, Bailey has held roles at Davis Investment Partners, Grayco, Rkw Residential, Kane Residential, Chik-Fil-A and North Carolina State University. Bailey has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in North Carolina. Davis Investment Partners, LLC is an advisory business that has its headquarters in Marshfield, NC. It handles $336 million in assets between its 505 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 505 client accounts, 48% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Davis Investment Partners, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davis Investment Partners, LLC Brokerage Details
$336,229,871
4
505
$665,802
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Olivia Bailey Work History
Olivia has been registered as a financial advisor for 1 years.*
Davis Investment Partners
Grayco
Rkw Residential
Kane Residential
North Carolina State University
Chik-Fil-A
*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 Olivia 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 Davis Investment Partners, LLC
Marshfield, NC
Marshfield, NC
Marshfield, NC
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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