Bruce
Bailey

Transamerica Financial Advisors, Inc

CRD#1368251
Investment Advisor
in Portland, OR

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About this Advisor

Bruce Bailey is a financial advisor based in Portland, Oregon, working with Transamerica Financial Advisors, Inc. Bruce has previously held positions at The Best Co, World Financial Group, Bruce A. Bailey Pc, Transamerica Financial Advisors, Inc, and Wealthwave. Bruce has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Bruce is part of Transamerica Financial Advisors, Inc, which operates out of Portland, Oregon. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

7421 Sw Bridgeport Rd
Portland, OR 97224

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

OR Average: $1,855,561,029
Total Number of Employees

1,127

OR Average: 62
Total Number of Accounts

45,001

OR Average: 2,474
Average Account Size

$35,987

OR Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bruce Bailey Work History

2023 - Present (1 year)

Wealthwave

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2004 - Present (20 years)

Bruce A. Bailey Pc

2002 - Present (22 years)

World Financial Group

1994 - 2015 (21 years)

The Best Co

Disclosures

Please visit the SEC profile of Bruce 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 Transamerica Financial Advisors, Inc

Jeremiah Schalk
Cincinnati, OH
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Lawrence Okechukwu
Houston, TX
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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