Unclaimed Profile

Nancy Leigh Bailey

LEDERER & ASSOCIATES INVESTMENT COUNSEL·LONG BEACH, California

Clean recordLEDERER & ASSOCIATES INVESTMENT COUNSEL

111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7906CRD# 4383543Firm CRD# 110376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Leigh Bailey · LONG BEACH, CA

Registration

CRD #4383543 · LEDERER & ASSOCIATES INVESTMENT COUNSEL

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Leigh Bailey is a registered financial advisor based in LONG BEACH, California, affiliated with LEDERER & ASSOCIATES INVESTMENT COUNSEL. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

LEDERER & ASSOCIATES INVESTMENT COUNSEL

AUM

$243M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEDERER & ASSOCIATES INVESTMENT COUNSEL →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4383543

Firm CRD# 110376

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Leigh Bailey offer?

Nancy Leigh Bailey specializes in Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.

What are Nancy Leigh Bailey's credentials?

Nancy Leigh Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Leigh Bailey located?

Nancy Leigh Bailey is based in LONG BEACH, California, working with LEDERER & ASSOCIATES INVESTMENT COUNSEL. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Nancy Leigh Bailey charge for services?

Nancy Leigh Bailey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEDERER & ASSOCIATES INVESTMENT COUNSEL?

LEDERER & ASSOCIATES INVESTMENT COUNSEL has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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