Brad
Bailey
Brown Edwards Wealth Strategies
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About this Advisor
Brad Bailey is a financial advisor based in Lynchburg, Virginia, working with Brown Edwards Wealth Strategies. Brad has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Brown, Edwards & Company, Llp, Gregg & Bailey, P.C, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, and Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies. Brad has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Brad is part of Brown Edwards Wealth Strategies, which operates out of Lynchburg, Virginia. The firm has 11 offices and 7 employees. The firm manages assets totaling $232.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Brown Edwards Wealth Strategies includes asset-based fees.
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Fee Structure
Office Location
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Brown Edwards Wealth Strategies Brokerage Details
$232,111,530
7
480
$483,566
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brad Bailey Work History
Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies
Brown, Edwards & Company, Llp
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Services, Inc
1St Global Advisors, Inc
1St Global Capital Corp
Gregg & Bailey, P.C
Disclosures
Please visit the SEC profile of Brad 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 Brown Edwards Wealth Strategies
Lynchburg, VA
Glen Allen, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
Lynchburg, VA
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