Valoria
Bailey

Robert W. Baird & Co. Inc

CRD#4134696
Investment Advisor
in Huntington, WV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Valoria Bailey is a financial advisor who works out of Huntington, West Virginia who has 4 years of relevant experience. Bailey is currently employed by Robert W. Baird & Co. Inc. Throughout their career, Bailey has worked at J.J.B.Hilliard, W.L.Lyons, LLC and Robert W. Baird & Co. Inc. Bailey has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Kentucky, Texas and West Virginia. Robert W. Baird & Co. Inc is a financial advisory firm that has its headquarters in Milwaukee, WI. The investment advisory business has offices in 161 locations and a total of 4,071 people on staff. It administers $248 billion in assets under management between its 316,065 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 1,212 charitable organizations. Of its 316,065 client accounts, 25% are held by high-net-worth individuals who have at least $1 million in investable assets. Robert W. Baird & Co. Inc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice typically are based on the type of services offered. Fee types charged by Robert W. Baird & Co. Inc can consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

300 Tenth Street
Huntington, WV 25701

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$247,790,348,025

WV Average: $2,826,565,184
Total Number of Employees

4,071

WV Average: 43
Total Number of Accounts

316,065

WV Average: 1,898
Average Account Size

$783,985

WV Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Valoria Bailey Work History

Valoria has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Robert W. Baird & Co. Inc

2009 - Present (15 years)

J.J.B.Hilliard, W.L.Lyons, LLC

*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 Valoria 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 Robert W. Baird & Co. Inc

Amy Wyatt
Davidson, NC
Michael Moore
Denver, CO
Deane Gauthier
Hendersonville, NC
Brian Hungerford
Greenville, SC
Katharine Christian
Houston, TX
Alfred Hassinger
Birmingham, MI
Waymon Tipton
Nashville, TN
Angela Taylor
Louisville, KY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started