David
Bailey
Edelman Financial Engines
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About this Advisor
David Bailey is a financial advisor based in Miamisburg, Ohio, working with Edelman Financial Engines. David has previously held positions at Pnc Bank, Pnc Investments, Scottrade, Fifth Third, Fifth Third Securities, Lpl Financial LLC, Cuso Financial Services, Lp, Cinfed Federal Credit Union, Financial Engines Advisors L.L.C, and Telhio Credit Union. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, David is part of Edelman Financial Engines, which operates out of Miamisburg, Ohio. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Bailey Work History
Financial Engines Advisors L.L.C
Cuso Financial Services, Lp
Cinfed Federal Credit Union
Lpl Financial LLC
Telhio Credit Union
Fifth Third
Fifth Third Securities
Scottrade
Pnc Bank
Pnc Investments
Disclosures
Please visit the SEC profile of David 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 Edelman Financial Engines
Phoenix, AZ
Lynnwood, WA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Columbus, OH
Fort Worth, TX
Clifton Park, NY
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