Lisa Bailey (CRD# 1463659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bloomfield Hills, MI and has over 37 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bloomfield Hills, MI | Nov 2023 - Current | < 1 |
| Comerica Bank | Bloomfield Hills, MI | Mar 2018 - Current | 6 |
| Comerica Securities, Inc. | Bloomfield Hills, MI | Feb 2017 - Current | 7 |
| N/a - Unemployed | N/a, MI | Sep 2016 - Jan 2017 | < 1 |
| Wells Fargo Advisors LLC | Flint, MI | Sep 2014 - Aug 2016 | 1 |
| Oakwood Financial Network LLC | Troy, MI | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- MI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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