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Patricia (none) Bailey

BAILEY DELTON OVID JR/SC/·COLUMBIA, South Carolina
Series 65Clean record19 years registeredBAILEY DELTON OVID JR/SC/
1122 LADY STREET, SUITE 605, COLUMBIA, SC 29201CRD# 4499582Firm CRD# 110113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia (none) Bailey · COLUMBIA, SC
Registration
CRD #4499582 · BAILEY DELTON OVID JR/SC/ · 19 years registered
Brand Profile
Not yet started
01

Career History

BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC
Feb 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 15, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BAILEY DELTON OVID JR/SC/
CRD 110113 · SEC 801-46654
AUM
$27M
Regulatory assets under management
Employees
1
192 client accounts
Services offered by BAILEY DELTON OVID JR/SC/
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does Patricia (none) Bailey offer?
Patricia (none) Bailey specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Patricia (none) Bailey's credentials?
Patricia (none) Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia (none) Bailey located?
Patricia (none) Bailey is based in COLUMBIA, South Carolina, working with BAILEY DELTON OVID JR/SC/. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Patricia (none) Bailey charge for services?
Patricia (none) Bailey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAILEY DELTON OVID JR/SC/?
BAILEY DELTON OVID JR/SC/ has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BAILEY DELTON OVID JR/SC/

Delton Ovid Bailey
COLUMBIA, SC

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