Hunter Bailey (CRD# 720550) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grass Valley, CA and has over 39 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Citrus Heights, CA | Jun 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Citrus Heights, CA | Jun 2024 - Current | < 1 |
| Masters Of Science In Financial Services | San Diego, CA | Jun 2013 - Current | 11 |
| Northridge Greens Office Park | Newcastle, CA | May 2006 - Current | 18 |
| Real Estate Owner / Condo & Rental Properties | Grass Valley, CA | Jun 1998 - Current | 26 |
| Hunter Bailey | Citrus Heights, CA | Oct 1986 - Current | 37 |
| Securities America Advisors, Inc. | Citrus Heights, CA | Feb 2000 - Jun 2024 | 24 |
| Securities America, Inc. | Citrus Heights, CA | Dec 1992 - Jun 2024 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
- CA
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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